+3.4%
SLB vs AAOX
-93.2%
+96.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -11.1% | +12.6% | +1.8% |
| 7D | +3.5% | -3.6% | +7.1% | +3.4% |
| 30D | +6.5% | -72.9% | +79.4% | +8.7% |
| 3M | -0.2% | -90.7% | +90.5% | +3.3% |
| 6M | -5.7% | -98.2% | +92.5% | +0.3% |
| All | +3.4% | -93.2% | +96.6% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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