+131,458.9%
AAPL vs SLB
+825.9%
+130,633.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.7% |
| 7D | -0.7% | -7.1% | +6.5% | +1.0% |
| 30D | +1.7% | +4.1% | -2.4% | +0.6% |
| 3M | +9.7% | -2.6% | +12.3% | +9.8% |
| 6M | +19.3% | -8.6% | +27.8% | +20.6% |
| YTD | +26.3% | +32.2% | -5.9% | +16.3% |
| 1Y | +27.4% | +40.7% | -13.3% | +15.4% |
| 3Y | +93.6% | -4.5% | +98.1% | +88.9% |
| 5Y | +131.7% | +66.4% | +65.3% | +89.7% |
| 10Y | +1,268.5% | -15.1% | +1,283.6% | +1,101.6% |
| All | +131,458.9% | +825.9% | +130,633.0% | +64,197.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling