+30.5%
AAPL vs SLB
+39.9%
-9.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.4% |
| 7D | +3.7% | -3.7% | +7.3% | +3.9% |
| 30D | +4.2% | +2.9% | +1.3% | +4.0% |
| 3M | +12.0% | +0.2% | +11.8% | +11.5% |
| 6M | +19.8% | -4.4% | +24.2% | +19.4% |
| YTD | +29.3% | +33.4% | -4.1% | +27.1% |
| All | +30.5% | +39.9% | -9.4% | +27.1% |
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