+2.5%
SLB vs SYY
+25.4%
-22.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.5% | -0.6% |
| 7D | +0.4% | -2.8% | +3.2% | +1.1% |
| 30D | +13.6% | -5.3% | +18.9% | +15.1% |
| 3M | +1.5% | +5.1% | -3.6% | -0.2% |
| 6M | +23.0% | -5.0% | +28.0% | +24.1% |
| YTD | +51.2% | +10.7% | +40.5% | +45.5% |
| 1Y | +63.5% | +0.7% | +62.8% | +61.7% |
| 3Y | +2.5% | +24.0% | -21.5% | -3.7% |
| All | +2.5% | +25.4% | -22.9% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling