+64.7%
SLB vs BP
+34.8%
+29.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | 0.0% |
| 7D | +0.8% | +3.9% | -3.1% | -0.9% |
| 30D | +15.8% | +7.6% | +8.2% | +12.0% |
| 3M | -0.3% | +0.7% | -1.0% | -1.1% |
| 6M | +21.3% | +15.5% | +5.9% | +9.0% |
| YTD | +52.3% | +30.8% | +21.5% | +24.6% |
| All | +64.7% | +34.8% | +29.8% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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