+1.9%
SLB vs SE
+62.6%
-60.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.7% | +5.8% | +2.5% |
| 7D | -1.2% | -7.7% | +6.6% | -0.4% |
| 30D | +4.5% | -22.8% | +27.3% | +7.1% |
| 3M | -4.6% | -43.7% | +39.2% | +1.0% |
| 6M | -6.3% | -12.8% | +6.6% | -6.4% |
| YTD | +35.0% | -42.0% | +77.0% | +41.9% |
| 1Y | +38.8% | -48.0% | +86.8% | +47.9% |
| All | +1.9% | +62.6% | -60.7% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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