+3.2%
SLB vs BHP
+60.3%
-57.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | -0.7% |
| 7D | -3.7% | +3.5% | -7.2% | -5.1% |
| 30D | +2.9% | -4.5% | +7.4% | +4.8% |
| 3M | +0.2% | -6.4% | +6.6% | +2.6% |
| 6M | -4.4% | -0.1% | -4.4% | -5.8% |
| YTD | +33.4% | +43.0% | -9.6% | +9.6% |
| 1Y | +40.8% | +56.5% | -15.7% | +10.7% |
| 3Y | +3.2% | +62.0% | -58.9% | -23.7% |
| All | +3.2% | +60.3% | -57.2% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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