+770.0%
WDC vs SLB
+4.7%
+765.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.5% | -6.5% | -5.6% |
| 7D | +12.1% | +3.5% | +8.6% | +10.6% |
| 30D | -18.8% | +6.5% | -25.3% | -20.5% |
| 3M | -39.3% | -0.2% | -39.1% | -39.3% |
| 6M | -40.1% | -5.7% | -34.4% | -39.2% |
| YTD | +71.8% | +36.8% | +35.0% | +47.3% |
| 1Y | +88.5% | +45.8% | +42.7% | +56.9% |
| 3Y | +770.0% | +3.4% | +766.6% | +724.9% |
| All | +770.0% | +4.7% | +765.3% | +724.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling