+1,276.0%
AAPL vs SLB
-15.8%
+1,291.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.3% |
| 7D | +3.7% | -3.7% | +7.3% | +4.4% |
| 30D | +4.2% | +2.9% | +1.3% | +3.5% |
| 3M | +12.0% | +0.2% | +11.8% | +11.5% |
| 6M | +19.8% | -4.4% | +24.2% | +19.9% |
| YTD | +29.3% | +33.4% | -4.1% | +20.4% |
| 1Y | +31.1% | +40.8% | -9.7% | +20.5% |
| 3Y | +94.9% | +3.2% | +91.7% | +87.4% |
| 5Y | +138.1% | +64.8% | +73.3% | +101.1% |
| 10Y | +1,276.0% | -16.6% | +1,292.5% | +1,168.8% |
| All | +1,276.0% | -15.8% | +1,291.8% | +1,168.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling