+1,256.8%
WDC vs SLB
+3.2%
+1,253.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.7% | +5.8% |
| 7D | +1.7% | +0.8% | +0.9% | +1.3% |
| 30D | -10.0% | +15.8% | -25.8% | -15.2% |
| 3M | -18.8% | -0.3% | -18.4% | -18.9% |
| 6M | +79.0% | +21.3% | +57.7% | +63.8% |
| YTD | +171.6% | +52.3% | +119.3% | +126.0% |
| 1Y | +417.4% | +63.6% | +353.8% | +317.0% |
| All | +1,256.8% | +3.2% | +1,253.6% | +1,074.7% |
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 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