+122,851.5%
AAPL vs SLB
+966.6%
+121,884.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | +0.1% | +0.8% | -0.8% | -0.2% |
| 30D | +3.0% | +15.8% | -12.9% | -0.8% |
| 3M | +2.9% | -0.3% | +3.2% | +2.3% |
| 6M | +22.1% | +21.3% | +0.8% | +15.5% |
| YTD | +18.0% | +52.3% | -34.3% | +5.4% |
| 1Y | +33.9% | +63.6% | -29.7% | +17.2% |
| 3Y | +71.2% | +3.8% | +67.4% | +64.0% |
| 5Y | +112.6% | +128.6% | -16.0% | +61.1% |
| 10Y | +1,198.8% | -3.1% | +1,201.8% | +1,007.9% |
| All | +122,851.5% | +966.6% | +121,884.8% | +58,194.2% |
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