+250.0%
SLB vs BLK
+13,445.8%
-13,195.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +0.8% | -3.6% | +4.5% | +2.4% |
| 30D | +15.8% | -1.0% | +16.8% | +16.1% |
| 3M | -0.3% | +10.4% | -10.7% | -5.0% |
| 6M | +21.3% | +8.2% | +13.2% | +16.3% |
| YTD | +52.3% | +6.0% | +46.3% | +46.9% |
| 1Y | +63.6% | +3.3% | +60.3% | +59.1% |
| 3Y | +3.8% | +70.3% | -66.5% | -19.1% |
| 5Y | +128.6% | +34.5% | +94.2% | +93.0% |
| 10Y | -3.1% | +281.9% | -285.0% | -46.1% |
| All | +250.0% | +13,445.8% | -13,195.8% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 all: compounded portfolio wealth divided by compounded BLK 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…
all analysis · Full analysis span regression · 6 months rolling