+84.7%
WDC vs SLB
+40.3%
+44.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.1% | +6.2% | +7.6% |
| 7D | -3.2% | -1.2% | -2.1% | -2.6% |
| 30D | -19.0% | +4.5% | -23.5% | -19.6% |
| 3M | -28.4% | -4.6% | -23.9% | -27.4% |
| 6M | -39.2% | -6.3% | -33.0% | -37.6% |
| YTD | +82.1% | +35.0% | +47.1% | +64.0% |
| 1Y | +84.7% | +38.8% | +45.8% | +66.1% |
| All | +84.7% | +40.3% | +44.3% | +66.1% |
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