+29.9%
AAPL vs SLB
+45.4%
-15.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.1% | +6.4% | +5.4% |
| 7D | +1.7% | -4.1% | +5.7% | +1.9% |
| 30D | +5.0% | +2.5% | +2.4% | +4.8% |
| 3M | +13.1% | +2.0% | +11.1% | +12.4% |
| 6M | +26.5% | -6.3% | +32.8% | +26.6% |
| YTD | +28.9% | +36.5% | -7.6% | +26.5% |
| 1Y | +29.9% | +46.2% | -16.3% | +25.7% |
| All | +29.9% | +45.4% | -15.5% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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