+62.5%
SLB vs AMC
-99.3%
+161.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.4% | +0.5% |
| 7D | -7.1% | +2.6% | -9.7% | -7.2% |
| 30D | +4.1% | +9.0% | -4.9% | +3.8% |
| 3M | -2.6% | +22.2% | -24.8% | -3.3% |
| 6M | -8.6% | +91.5% | -100.0% | -10.9% |
| YTD | +32.2% | +101.3% | -69.1% | +28.2% |
| 1Y | +40.7% | +20.8% | +19.9% | +38.4% |
| 3Y | -4.5% | -71.3% | +66.8% | -3.4% |
| All | +62.5% | -99.3% | +161.8% | +90.4% |
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