+67.6%
UBER vs SLB
+58.4%
+9.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.3% |
| 7D | +1.6% | +3.5% | -1.9% | +0.5% |
| 30D | +0.6% | +6.5% | -5.9% | -1.9% |
| 3M | -8.2% | -0.2% | -7.9% | -8.8% |
| 6M | -6.7% | -5.7% | -1.0% | -6.5% |
| YTD | -14.7% | +36.8% | -51.5% | -26.4% |
| 1Y | -24.1% | +45.8% | -69.8% | -36.1% |
| 3Y | +33.4% | +3.4% | +30.0% | +24.0% |
| 5Y | +54.5% | +76.1% | -21.7% | +5.7% |
| All | +67.6% | +58.4% | +9.3% | -3.3% |
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 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