+532.2%
BE vs SLB
+76.5%
+455.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.5% | -6.4% | -5.5% |
| 7D | +10.8% | +3.5% | +7.3% | +9.4% |
| 30D | -19.8% | +6.5% | -26.3% | -21.7% |
| 3M | -18.7% | -0.2% | -18.5% | -19.2% |
| 6M | -33.7% | -5.7% | -28.0% | -33.5% |
| YTD | +121.0% | +36.8% | +84.1% | +88.8% |
| 1Y | +85.4% | +45.8% | +39.6% | +54.0% |
| 3Y | +1,709.5% | +3.4% | +1,706.2% | +1,605.9% |
| All | +532.2% | +76.5% | +455.7% | +384.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling