+71.2%
UBER vs SLB
+54.4%
+16.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.8% | +3.5% |
| 7D | +6.7% | -3.7% | +10.4% | +8.0% |
| 30D | -0.5% | +2.9% | -3.4% | -1.8% |
| 3M | -5.1% | +0.2% | -5.4% | -6.0% |
| 6M | -5.7% | -4.4% | -1.2% | -6.0% |
| YTD | -12.9% | +33.4% | -46.3% | -24.2% |
| 1Y | -22.6% | +40.8% | -63.4% | -34.2% |
| 3Y | +42.2% | +3.2% | +39.0% | +32.1% |
| 5Y | +56.4% | +64.8% | -8.4% | +10.0% |
| All | +71.2% | +54.4% | +16.8% | -0.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling