+130.8%
SLB vs AMC
-99.4%
+230.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.3% | -4.2% | +0.1% |
| 7D | +0.8% | +2.3% | -1.5% | +0.8% |
| 30D | +15.8% | -0.7% | +16.6% | +15.8% |
| 3M | -0.3% | +35.2% | -35.6% | -1.8% |
| 6M | +21.3% | +124.6% | -103.2% | +17.1% |
| YTD | +52.3% | +69.9% | -17.6% | +48.2% |
| 1Y | +63.6% | -2.6% | +66.2% | +61.9% |
| 3Y | +3.8% | -79.8% | +83.5% | +5.9% |
| All | +130.8% | -99.4% | +230.2% | +179.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling