+130.8%
SLB vs SPOT
+107.9%
+22.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.3% | +0.4% |
| 7D | +0.8% | -0.9% | +1.8% | +0.9% |
| 30D | +15.8% | +12.5% | +3.3% | +14.8% |
| 3M | -0.3% | +9.9% | -10.2% | -1.2% |
| 6M | +21.3% | +1.6% | +19.8% | +20.7% |
| YTD | +52.3% | -6.6% | +58.9% | +52.3% |
| 1Y | +63.6% | -22.9% | +86.5% | +66.3% |
| 3Y | +3.8% | +244.3% | -240.5% | -9.5% |
| All | +130.8% | +107.9% | +22.9% | +110.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling