+39.7%
RIG vs SU
+88.1%
-48.4%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -4.5% | -3.1% | -3.7% |
| 7D | -18.8% | -7.1% | -11.7% | -13.0% |
| 30D | -1.1% | +4.8% | -5.8% | -4.0% |
| 3M | +4.4% | +12.5% | -8.1% | -4.5% |
| 6M | -20.8% | +6.5% | -27.2% | -25.4% |
| YTD | +32.0% | +65.8% | -33.8% | -12.7% |
| 1Y | +39.7% | +86.2% | -46.4% | -13.9% |
| All | +39.7% | +88.1% | -48.4% | -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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling