-14.2%
SLB vs AMC
-98.7%
+84.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +2.2% |
| 7D | -1.2% | -2.8% | +1.7% | -1.1% |
| 30D | +4.5% | +14.0% | -9.5% | +3.9% |
| 3M | -4.6% | +42.5% | -47.1% | -5.9% |
| 6M | -6.3% | +142.6% | -148.8% | -10.1% |
| YTD | +35.0% | +119.2% | -84.3% | +29.6% |
| 1Y | +38.8% | +40.7% | -1.9% | +35.3% |
| 3Y | +3.3% | -57.3% | +60.6% | +2.7% |
| 5Y | +73.6% | -99.1% | +172.7% | +89.5% |
| 10Y | -14.2% | -98.7% | +84.5% | -33.2% |
| All | -14.2% | -98.7% | +84.5% | -33.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling