+1,184.4%
STX vs SLB
+3.2%
+1,181.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.2% | +6.3% |
| 7D | +2.4% | +0.8% | +1.5% | +2.0% |
| 30D | +1.4% | +15.8% | -14.4% | -2.9% |
| 3M | -8.2% | -0.3% | -7.9% | -8.3% |
| 6M | +127.0% | +21.3% | +105.7% | +112.8% |
| YTD | +209.1% | +52.3% | +156.8% | +168.7% |
| 1Y | +365.4% | +63.6% | +301.8% | +295.0% |
| All | +1,184.4% | +3.2% | +1,181.2% | +998.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SLB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling