+1,309.1%
WDC vs SLB
-4.1%
+1,313.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | +7.5% | -1.9% | +9.3% | +8.3% |
| 30D | +10.1% | +7.8% | +2.3% | +6.3% |
| 3M | -6.8% | +2.7% | -9.5% | -9.3% |
| 6M | +84.1% | +22.2% | +62.0% | +66.4% |
| YTD | +180.3% | +51.1% | +129.2% | +130.6% |
| 1Y | +411.1% | +63.3% | +347.7% | +304.9% |
| 3Y | +1,375.0% | +2.4% | +1,372.6% | +1,290.4% |
| 5Y | +991.6% | +139.3% | +852.2% | +536.6% |
| 10Y | +1,309.1% | -2.6% | +1,311.7% | +945.7% |
| All | +1,309.1% | -4.1% | +1,313.2% | +945.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling