+63.7%
UBER vs SLB
+1.9%
+61.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | -3.9% | +0.8% | -4.7% | -4.1% |
| 30D | +11.1% | +15.8% | -4.7% | +8.4% |
| 3M | +4.9% | -0.3% | +5.3% | +5.2% |
| 6M | -1.2% | +21.3% | -22.5% | -5.4% |
| YTD | -7.3% | +52.3% | -59.6% | -17.0% |
| 1Y | -17.6% | +63.6% | -81.2% | -28.0% |
| All | +63.7% | +1.9% | +61.8% | +48.9% |
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