+63.6%
SLB vs AMC
-2.6%
+66.2%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.3% | -4.2% | +0.2% |
| 7D | +0.8% | +2.3% | -1.5% | +0.9% |
| 30D | +15.8% | -0.7% | +16.6% | +15.9% |
| 3M | -0.3% | +35.2% | -35.6% | -0.9% |
| 6M | +21.3% | +124.6% | -103.2% | +19.5% |
| YTD | +52.3% | +69.9% | -17.6% | +48.5% |
| 1Y | +63.6% | -2.6% | +66.2% | +48.8% |
| All | +63.6% | -2.6% | +66.2% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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