+139.3%
SLB vs BBY
+0.2%
+139.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.2% |
| 7D | -1.9% | +1.2% | -3.0% | -2.1% |
| 30D | +7.8% | +6.8% | +1.0% | +6.0% |
| 3M | +2.7% | +18.7% | -16.1% | -1.7% |
| 6M | +22.2% | +37.3% | -15.1% | +12.1% |
| YTD | +51.1% | +35.3% | +15.8% | +38.9% |
| 1Y | +63.3% | +20.7% | +42.7% | +54.2% |
| 3Y | +2.4% | +39.4% | -37.0% | -9.0% |
| 5Y | +139.3% | -1.5% | +140.8% | +98.2% |
| All | +139.3% | +0.2% | +139.1% | +98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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