+134.1%
BP vs SU
+267.2%
-133.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.2% | +0.1% |
| 7D | +5.2% | +2.2% | +3.0% | +3.8% |
| 30D | +8.7% | +8.4% | +0.3% | +3.2% |
| 3M | +9.3% | +12.1% | -2.7% | +1.7% |
| 6M | +13.6% | +19.7% | -6.1% | +1.2% |
| YTD | +37.7% | +58.4% | -20.7% | +2.7% |
| 1Y | +40.6% | +67.2% | -26.6% | +1.4% |
| 3Y | +40.3% | +125.0% | -84.7% | -17.6% |
| 5Y | +141.4% | +355.1% | -213.6% | -13.7% |
| All | +134.1% | +267.2% | -133.1% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling