+45.8%
SLB vs SYY
+5.3%
+40.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.3% |
| 7D | +3.5% | +0.3% | +3.2% | +3.5% |
| 30D | +6.5% | -4.8% | +11.3% | +6.9% |
| 3M | -0.2% | -7.1% | +6.8% | +0.5% |
| 6M | -5.7% | +6.8% | -12.5% | -8.7% |
| YTD | +36.8% | +7.7% | +29.2% | +29.9% |
| 1Y | +45.8% | +5.7% | +40.1% | +39.8% |
| All | +45.8% | +5.3% | +40.5% | +39.8% |
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