+502.5%
SLB vs AEIS
+1,770.4%
-1,267.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.1% | -5.5% | -0.5% |
| 7D | -7.1% | -11.3% | +4.2% | -5.4% |
| 30D | +4.1% | -32.6% | +36.7% | +10.8% |
| 3M | -2.6% | -39.2% | +36.5% | +5.0% |
| 6M | -8.6% | -45.4% | +36.8% | -0.8% |
| YTD | +32.2% | -5.8% | +38.0% | +29.1% |
| 1Y | +40.7% | -10.0% | +50.6% | +38.2% |
| 3Y | -4.5% | +121.2% | -125.7% | -21.4% |
| 5Y | +66.4% | +110.6% | -44.3% | +35.9% |
| 10Y | -15.1% | +326.6% | -341.7% | -39.6% |
| All | +502.5% | +1,770.4% | -1,267.8% | +184.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling