+360.5%
BE vs SLB
+68.3%
+292.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.2% | +7.2% | +7.3% |
| 7D | +20.0% | +0.8% | +19.1% | +19.4% |
| 30D | +7.9% | +15.8% | -7.9% | +2.5% |
| 3M | -13.2% | -0.3% | -12.9% | -9.3% |
| 6M | +53.5% | +21.3% | +32.1% | +41.3% |
| YTD | +191.0% | +52.3% | +138.7% | +137.4% |
| 1Y | +360.5% | +63.6% | +296.9% | +255.3% |
| All | +360.5% | +68.3% | +292.2% | +255.3% |
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