-5.9%
SLB vs AEIS
+531.1%
-537.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | -0.5% |
| 7D | -2.4% | -0.2% | -2.2% | -2.4% |
| 30D | +4.9% | -16.4% | +21.3% | +10.6% |
| 3M | +1.4% | -11.1% | +12.6% | +1.9% |
| 6M | +17.6% | -12.0% | +29.7% | +16.7% |
| YTD | +48.3% | +30.9% | +17.5% | +26.2% |
| 1Y | +58.7% | +74.3% | -15.7% | +19.8% |
| 3Y | +0.6% | +165.2% | -164.6% | -38.1% |
| 5Y | +133.6% | +220.0% | -86.5% | +27.2% |
| All | -5.9% | +531.1% | -537.0% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AEIS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling