+63.5%
SLB vs BN
-11.2%
+74.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | +0.1% |
| 7D | +0.4% | -1.2% | +1.6% | +0.8% |
| 30D | +13.6% | -10.9% | +24.5% | +17.8% |
| 3M | +1.5% | -11.1% | +12.6% | +5.2% |
| 6M | +23.0% | -4.4% | +27.4% | +23.2% |
| YTD | +51.2% | -14.1% | +65.4% | +56.1% |
| 1Y | +63.5% | -11.1% | +74.5% | +66.9% |
| All | +63.5% | -11.2% | +74.7% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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