+24.3%
SBUX vs SLB
+62.0%
-37.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.6% | -2.3% |
| 7D | -3.9% | +0.4% | -4.3% | -3.9% |
| 30D | -2.8% | +13.6% | -16.4% | -4.5% |
| 3M | +8.2% | +1.5% | +6.7% | +8.7% |
| 6M | +4.3% | +23.0% | -18.8% | -0.6% |
| YTD | +23.3% | +51.2% | -27.9% | +13.4% |
| 1Y | +24.3% | +63.5% | -39.2% | +10.0% |
| All | +24.3% | +62.0% | -37.7% | +10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling