+113.2%
WDC vs SLB
+45.4%
+67.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -1.1% | -5.7% | -6.5% |
| 7D | -18.3% | -4.1% | -14.2% | -17.3% |
| 30D | -26.7% | +2.5% | -29.2% | -27.0% |
| 3M | -40.9% | +2.0% | -43.0% | -41.4% |
| 6M | -26.8% | -6.3% | -20.4% | -24.8% |
| YTD | +88.2% | +36.5% | +51.6% | +69.2% |
| 1Y | +113.2% | +46.2% | +67.0% | +94.0% |
| All | +113.2% | +45.4% | +67.8% | +94.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling