-16.6%
SLB vs AEIS
+358.4%
-375.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +11.3% | -10.4% | -2.7% |
| 7D | -3.7% | +1.0% | -4.7% | -4.9% |
| 30D | +2.9% | -24.0% | +26.9% | +10.8% |
| 3M | +0.2% | -32.5% | +32.7% | +10.9% |
| 6M | -4.4% | -38.6% | +34.1% | +6.1% |
| YTD | +33.4% | +4.8% | +28.6% | +19.5% |
| 1Y | +40.8% | +1.3% | +39.4% | +27.2% |
| 3Y | +3.2% | +159.2% | -156.0% | -37.9% |
| 5Y | +64.8% | +140.8% | -76.0% | -3.2% |
| 10Y | -16.6% | +349.8% | -366.3% | -61.1% |
| All | -16.6% | +358.4% | -375.0% | -61.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling