+3.2%
SLB vs P
+158.6%
-155.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | 0.0% |
| 7D | +0.8% | +6.5% | -5.7% | +0.2% |
| 30D | +15.8% | +18.8% | -3.0% | +13.4% |
| 3M | -0.3% | +26.7% | -27.1% | -3.3% |
| 6M | +21.3% | +62.2% | -40.8% | +14.3% |
| YTD | +52.3% | +48.5% | +3.8% | +44.2% |
| 1Y | +63.6% | +26.4% | +37.2% | +55.1% |
| All | +3.2% | +158.6% | -155.4% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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