-4.6%
BA vs SLB
+3.2%
-7.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | +1.2% | +0.8% | +0.3% | +0.9% |
| 30D | -11.6% | +15.8% | -27.5% | -15.0% |
| 3M | -2.4% | -0.3% | -2.0% | -2.5% |
| 6M | -6.6% | +21.3% | -28.0% | -12.5% |
| YTD | -2.2% | +52.3% | -54.5% | -15.4% |
| 1Y | -8.0% | +63.6% | -71.6% | -22.7% |
| All | -4.6% | +3.2% | -7.8% | -12.8% |
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