+45.8%
SLB vs AMC
+33.2%
+12.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.2% | +1.5% |
| 7D | +3.5% | +3.5% | 0.0% | +3.5% |
| 30D | +6.5% | +12.5% | -5.9% | +6.5% |
| 3M | -0.2% | +23.6% | -23.8% | -0.1% |
| 6M | -5.7% | +144.4% | -150.1% | -9.2% |
| YTD | +36.8% | +108.3% | -71.5% | +32.2% |
| 1Y | +45.8% | +38.9% | +6.9% | +50.0% |
| All | +45.8% | +33.2% | +12.6% | +50.0% |
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