+1,616.9%
BE vs SLB
-6.1%
+1,623.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -3.2% | -10.4% | -12.3% |
| 7D | -14.7% | -7.1% | -7.6% | -12.0% |
| 30D | -40.5% | +4.1% | -44.6% | -41.6% |
| 3M | -24.3% | -2.6% | -21.7% | -24.5% |
| 6M | -39.3% | -8.6% | -30.8% | -37.8% |
| YTD | +99.4% | +32.2% | +67.2% | +66.6% |
| 1Y | +26.6% | +40.7% | -14.1% | +2.0% |
| 3Y | +1,616.9% | -4.5% | +1,621.5% | +1,705.1% |
| All | +1,616.9% | -6.1% | +1,623.0% | +1,705.1% |
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