+412.6%
WDC vs SLB
+62.0%
+350.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.9% | +2.3% |
| 7D | +6.0% | +0.4% | +5.6% | +5.9% |
| 30D | +9.9% | +13.6% | -3.7% | +5.8% |
| 3M | -9.4% | +1.5% | -10.9% | -9.1% |
| 6M | +94.7% | +23.0% | +71.7% | +80.0% |
| YTD | +177.4% | +51.2% | +126.1% | +142.2% |
| 1Y | +412.6% | +63.5% | +349.1% | +333.1% |
| All | +412.6% | +62.0% | +350.6% | +333.1% |
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