+14.8%
SBUX vs SLB
+2.4%
+12.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +3.6% |
| 7D | +4.8% | -3.7% | +8.5% | +5.7% |
| 30D | +20.6% | +2.9% | +17.7% | +19.6% |
| 3M | +4.3% | +0.2% | +4.0% | +3.6% |
| 6M | +5.5% | -4.4% | +9.9% | +5.6% |
| YTD | +32.3% | +33.4% | -1.1% | +18.8% |
| 1Y | +31.2% | +40.8% | -9.6% | +15.5% |
| 3Y | +14.8% | +3.2% | +11.6% | +2.1% |
| All | +14.8% | +2.4% | +12.4% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling