+46.2%
SLB vs SYY
+8.7%
+37.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.8% | -4.9% | -1.6% |
| 7D | -4.1% | -6.3% | +2.3% | -3.3% |
| 30D | +2.5% | +0.7% | +1.8% | +1.9% |
| 3M | +2.0% | -6.4% | +8.4% | +2.6% |
| 6M | -6.3% | +7.6% | -14.0% | -9.5% |
| YTD | +36.5% | +7.4% | +29.1% | +30.2% |
| 1Y | +46.2% | +8.3% | +37.9% | +39.0% |
| All | +46.2% | +8.7% | +37.5% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 1y: compounded portfolio wealth divided by compounded SYY 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…
1y analysis · Full analysis span regression · 6 months rolling