+1.9%
SLB vs SPOT
+258.3%
-256.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +2.1% |
| 7D | -1.2% | -3.0% | +1.8% | -1.1% |
| 30D | +4.5% | +15.2% | -10.7% | +4.0% |
| 3M | -4.6% | +21.6% | -26.2% | -5.3% |
| 6M | -6.3% | +45.2% | -51.5% | -7.8% |
| YTD | +35.0% | +4.9% | +30.1% | +34.8% |
| 1Y | +38.8% | -4.8% | +43.6% | +39.6% |
| All | +1.9% | +258.3% | -256.4% | -1.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling