+63.3%
SLB vs BB
+100.8%
-37.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | 0.0% |
| 7D | -1.9% | +1.8% | -3.7% | -1.9% |
| 30D | +7.8% | -12.2% | +20.0% | +8.4% |
| 3M | +2.7% | -12.3% | +15.0% | +2.6% |
| 6M | +22.2% | +122.7% | -100.5% | +18.4% |
| YTD | +51.1% | +104.5% | -53.4% | +47.2% |
| 1Y | +63.3% | +106.7% | -43.3% | +59.8% |
| All | +63.3% | +100.8% | -37.4% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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