+139.3%
SLB vs BX
+19.7%
+119.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | +1.0% |
| 7D | -1.9% | -5.7% | +3.8% | -0.2% |
| 30D | +7.8% | -8.9% | +16.7% | +10.6% |
| 3M | +2.7% | +8.4% | -5.7% | -0.1% |
| 6M | +22.2% | +18.9% | +3.2% | +14.9% |
| YTD | +51.1% | -13.6% | +64.7% | +56.1% |
| 1Y | +63.3% | -22.4% | +85.8% | +73.7% |
| 3Y | +2.4% | +26.0% | -23.6% | -5.4% |
| 5Y | +139.3% | +18.8% | +120.6% | +119.6% |
| All | +139.3% | +19.7% | +119.7% | +119.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 5y: compounded portfolio wealth divided by compounded BX 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…
5y analysis · Full analysis span regression · 6 months rolling