+63.3%
SLB vs AMCR
+10.0%
+53.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.6% |
| 7D | -1.9% | -6.3% | +4.4% | -0.3% |
| 30D | +7.8% | -7.1% | +14.9% | +9.7% |
| 3M | +2.7% | +12.7% | -10.0% | -1.4% |
| 6M | +22.2% | +5.2% | +17.0% | +20.6% |
| YTD | +51.1% | +8.1% | +43.0% | +48.5% |
| 1Y | +63.3% | +11.7% | +51.6% | +59.3% |
| All | +63.3% | +10.0% | +53.4% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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