+42,678.7%
SBUX vs SLB
+602.6%
+42,076.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.8% |
| 7D | +1.7% | -7.1% | +8.8% | +3.6% |
| 30D | +12.6% | +4.1% | +8.6% | +11.3% |
| 3M | +0.8% | -2.6% | +3.5% | +0.9% |
| 6M | +0.2% | -8.6% | +8.7% | +1.3% |
| YTD | +27.4% | +32.2% | -4.8% | +16.6% |
| 1Y | +31.5% | +40.7% | -9.2% | +18.2% |
| 3Y | +9.3% | -4.5% | +13.8% | +6.6% |
| 5Y | +1.5% | +66.4% | -64.9% | -18.5% |
| 10Y | +147.9% | -15.1% | +163.0% | +112.8% |
| All | +42,678.7% | +602.6% | +42,076.1% | +19,707.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling