+88.5%
WDC vs SLB
+46.1%
+42.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.5% | -6.5% | -5.5% |
| 7D | +12.1% | +3.5% | +8.6% | +10.8% |
| 30D | -18.8% | +6.5% | -25.3% | -19.8% |
| 3M | -39.3% | -0.2% | -39.1% | -39.2% |
| 6M | -40.1% | -5.7% | -34.4% | -38.5% |
| YTD | +71.8% | +36.8% | +35.0% | +55.5% |
| 1Y | +88.5% | +45.8% | +42.7% | +65.2% |
| All | +88.5% | +46.1% | +42.3% | +65.2% |
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