-4.5%
SLB vs BN
+90.6%
-95.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.9% |
| 7D | -7.1% | +5.3% | -12.5% | -9.4% |
| 30D | +4.1% | +11.9% | -7.8% | -1.2% |
| 3M | -2.6% | -5.7% | +3.1% | -0.5% |
| 6M | -8.6% | -10.6% | +2.1% | -4.6% |
| YTD | +32.2% | -9.4% | +41.6% | +36.1% |
| 1Y | +40.7% | -8.8% | +49.4% | +43.9% |
| 3Y | -4.5% | +95.6% | -100.2% | -27.8% |
| All | -4.5% | +90.6% | -95.2% | -27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling