+1.1%
SLB vs ALL
+114.3%
-113.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.9% | -3.8% | -1.3% |
| 7D | -4.3% | -0.1% | -4.1% | -4.3% |
| 30D | +1.9% | +13.8% | -11.9% | -0.2% |
| 3M | -5.7% | -2.8% | -2.9% | -5.5% |
| 6M | -5.3% | +23.7% | -29.0% | -9.0% |
| YTD | +32.2% | +27.3% | +4.9% | +25.9% |
| 1Y | +38.5% | +30.5% | +8.0% | +31.1% |
| 3Y | +1.1% | +113.0% | -111.9% | -1.3% |
| All | +1.1% | +114.3% | -113.2% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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