+65.4%
SLB vs AMC
-99.3%
+164.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -12.5% | +8.8% | -3.4% |
| 7D | -7.7% | 0.0% | -7.7% | -7.8% |
| 30D | -0.7% | +4.4% | -5.1% | -0.9% |
| 3M | 0.0% | +15.4% | -15.4% | -0.5% |
| 6M | -10.4% | +93.7% | -104.1% | -12.8% |
| YTD | +31.5% | +97.4% | -66.0% | +27.5% |
| 1Y | +39.1% | +23.2% | +15.9% | +36.8% |
| 3Y | -5.7% | -71.3% | +65.6% | -4.6% |
| 5Y | +65.4% | -99.3% | +164.7% | +92.5% |
| All | +65.4% | -99.3% | +164.7% | +92.5% |
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