+40.7%
SLB vs SPOT
-2.7%
+43.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.4% | +0.5% |
| 7D | -7.1% | +1.6% | -8.7% | -7.0% |
| 30D | +4.1% | +17.6% | -13.5% | +4.7% |
| 3M | -2.6% | +26.9% | -29.6% | -1.8% |
| 6M | -8.6% | +41.8% | -50.4% | -7.5% |
| YTD | +32.2% | +3.8% | +28.4% | +33.4% |
| 1Y | +40.7% | -2.5% | +43.1% | +41.4% |
| All | +40.7% | -2.7% | +43.4% | +41.4% |
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