+130.8%
SLB vs BB
-30.6%
+161.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.8% | -5.6% | +6.5% | +1.4% |
| 30D | +15.8% | -11.8% | +27.6% | +17.2% |
| 3M | -0.3% | -25.5% | +25.2% | +1.9% |
| 6M | +21.3% | +121.3% | -99.9% | +9.4% |
| YTD | +52.3% | +103.2% | -50.9% | +38.5% |
| 1Y | +63.6% | +102.6% | -39.0% | +48.2% |
| 3Y | +3.8% | +37.5% | -33.7% | -4.7% |
| All | +130.8% | -30.6% | +161.3% | +150.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling