+64.7%
SLB vs APA
+92.4%
-27.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +1.0% |
| 7D | +0.8% | +0.5% | +0.3% | +0.6% |
| 30D | +15.8% | +23.4% | -7.6% | +9.4% |
| 3M | -0.3% | +12.7% | -13.0% | -4.0% |
| 6M | +21.3% | +39.4% | -18.1% | +7.3% |
| YTD | +52.3% | +79.0% | -26.6% | +22.2% |
| All | +64.7% | +92.4% | -27.8% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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