+2.1%
SLB vs SPOT
+242.1%
-240.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.3% | +0.3% |
| 7D | +0.8% | -0.9% | +1.8% | +0.9% |
| 30D | +15.8% | +12.5% | +3.3% | +15.4% |
| 3M | -0.3% | +9.9% | -10.2% | -0.7% |
| 6M | +21.3% | +1.6% | +19.8% | +21.1% |
| YTD | +52.3% | -6.6% | +58.9% | +52.6% |
| 1Y | +63.6% | -22.9% | +86.5% | +65.7% |
| All | +2.1% | +242.1% | -240.0% | +8.2% |
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