-13.1%
SLB vs SU
+242.3%
-255.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.8% |
| 7D | +3.5% | +1.7% | +1.8% | +2.1% |
| 30D | +6.5% | -7.9% | +14.4% | +13.0% |
| 3M | -0.2% | +7.5% | -7.8% | -6.7% |
| 6M | -5.7% | +7.2% | -12.9% | -12.4% |
| YTD | +36.8% | +60.9% | -24.1% | -8.8% |
| 1Y | +45.8% | +63.6% | -17.9% | -4.1% |
| 3Y | +3.4% | +128.9% | -125.5% | -48.6% |
| 5Y | +76.1% | +228.3% | -152.1% | -34.5% |
| All | -13.1% | +242.3% | -255.4% | -68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling