+76.4%
SLB vs SU
+230.1%
-153.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.8% |
| 7D | +3.5% | +1.7% | +1.8% | +2.2% |
| 30D | +6.5% | -7.9% | +14.4% | +12.8% |
| 3M | -0.2% | +7.5% | -7.8% | -6.6% |
| 6M | -5.7% | +7.2% | -12.9% | -12.3% |
| YTD | +36.8% | +60.9% | -24.1% | -9.5% |
| 1Y | +45.8% | +63.6% | -17.9% | -4.9% |
| 3Y | +3.4% | +128.9% | -125.5% | -49.6% |
| All | +76.4% | +230.1% | -153.7% | -35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling