+958.5%
SLB vs BN
+15,251.3%
-14,292.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.4% | +0.3% |
| 7D | +0.8% | -2.5% | +3.3% | +2.0% |
| 30D | +15.8% | -9.5% | +25.3% | +21.0% |
| 3M | -0.3% | -10.4% | +10.0% | +4.5% |
| 6M | +21.3% | -6.4% | +27.7% | +24.2% |
| YTD | +52.3% | -11.9% | +64.2% | +59.7% |
| 1Y | +63.6% | -8.6% | +72.2% | +67.9% |
| 3Y | +3.8% | +77.6% | -73.8% | -23.2% |
| 5Y | +128.6% | +37.0% | +91.6% | +85.1% |
| 10Y | -3.1% | +266.4% | -269.5% | -47.0% |
| All | +958.5% | +15,251.3% | -14,292.8% | +179.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling