+958.5%
SLB vs SU
+60,256.6%
-59,298.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.2% |
| 7D | +0.8% | +3.6% | -2.7% | +0.8% |
| 30D | +15.8% | +7.9% | +8.0% | +15.8% |
| 3M | -0.3% | +3.5% | -3.8% | -0.4% |
| 6M | +21.3% | +19.0% | +2.4% | +21.3% |
| YTD | +52.3% | +55.0% | -2.7% | +52.2% |
| 1Y | +63.6% | +71.2% | -7.6% | +63.4% |
| 3Y | +3.8% | +117.4% | -113.7% | +3.6% |
| 5Y | +128.6% | +335.2% | -206.5% | +128.0% |
| 10Y | -3.1% | +248.7% | -251.8% | -3.3% |
| All | +958.5% | +60,256.6% | -59,298.1% | +950.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling