+3.4%
SLB vs BR
+14.9%
-11.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.4% |
| 7D | +3.5% | +1.1% | +2.4% | +3.3% |
| 30D | +6.5% | +14.4% | -7.9% | +3.7% |
| 3M | -0.2% | +12.4% | -12.7% | -2.7% |
| 6M | -5.7% | +35.4% | -41.2% | -11.8% |
| YTD | +36.8% | -12.2% | +49.0% | +45.2% |
| 1Y | +45.8% | -12.7% | +58.5% | +55.1% |
| 3Y | +3.4% | +14.3% | -10.9% | -4.8% |
| All | +3.4% | +14.9% | -11.6% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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