+33.2%
BE vs SLB
+38.6%
-5.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.4% | -4.2% |
| 7D | -13.4% | -4.3% | -9.1% | -12.4% |
| 30D | -33.9% | +1.9% | -35.8% | -33.8% |
| 3M | -12.0% | -5.7% | -6.3% | -11.1% |
| 6M | -29.0% | -5.3% | -23.6% | -27.0% |
| YTD | +113.4% | +32.2% | +81.2% | +79.8% |
| 1Y | +33.2% | +38.5% | -5.3% | +13.5% |
| All | +33.2% | +38.6% | -5.4% | +13.5% |
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