+3.2%
SLB vs BN
+77.7%
-74.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.4% | +0.3% |
| 7D | +0.8% | -2.5% | +3.3% | +1.9% |
| 30D | +15.8% | -9.5% | +25.3% | +20.7% |
| 3M | -0.3% | -10.4% | +10.0% | +4.2% |
| 6M | +21.3% | -6.4% | +27.7% | +23.7% |
| YTD | +52.3% | -11.9% | +64.2% | +58.9% |
| 1Y | +63.6% | -8.6% | +72.2% | +66.9% |
| All | +3.2% | +77.7% | -74.5% | -16.8% |
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