+44.6%
SLB vs SPOT
-6.6%
+51.2%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | -0.2% |
| 7D | +2.6% | -2.6% | +5.1% | +2.5% |
| 30D | +4.4% | +13.5% | -9.1% | +4.9% |
| 3M | -2.7% | +22.2% | -25.0% | -2.0% |
| 6M | -7.5% | +38.3% | -45.8% | -6.5% |
| YTD | +34.8% | +3.1% | +31.8% | +36.8% |
| 1Y | +44.6% | -7.6% | +52.2% | +47.8% |
| All | +44.6% | -6.6% | +51.2% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 1y: compounded portfolio wealth divided by compounded SPOT 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…
1y analysis · Full analysis span regression · 6 months rolling