+40.3%
BP vs SU
+120.3%
-80.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | +5.7% | +1.7% | +4.1% | +4.6% |
| 30D | +8.1% | +9.6% | -1.5% | +1.6% |
| 3M | +8.6% | +11.7% | -3.1% | +0.8% |
| 6M | +18.1% | +21.9% | -3.8% | +3.6% |
| YTD | +37.6% | +58.6% | -21.0% | +2.2% |
| 1Y | +39.4% | +66.5% | -27.1% | +0.5% |
| All | +40.3% | +120.3% | -80.0% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling