-17.3%
SLB vs BUD
-4.3%
-13.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.5% |
| 7D | -4.3% | +6.0% | -10.3% | -7.3% |
| 30D | +1.9% | +11.3% | -9.3% | -4.3% |
| 3M | -5.7% | +3.6% | -9.3% | -8.2% |
| 6M | -5.3% | +7.7% | -13.1% | -10.2% |
| YTD | +32.2% | +36.4% | -4.2% | +9.1% |
| 1Y | +38.5% | +37.8% | +0.6% | +13.7% |
| 3Y | +1.1% | +51.2% | -50.1% | -24.3% |
| 5Y | +70.3% | +53.4% | +16.9% | +21.0% |
| 10Y | -17.3% | -3.2% | -14.1% | -39.1% |
| All | -17.3% | -4.3% | -13.0% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling