+39.8%
SLB vs APA
+89.4%
-49.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | -3.7% | -8.7% | +5.1% | -1.4% |
| 30D | +2.9% | -2.4% | +5.3% | +3.6% |
| 3M | +0.2% | +19.0% | -18.8% | -4.4% |
| 6M | -4.4% | +26.8% | -31.2% | -10.6% |
| YTD | +33.4% | +87.3% | -53.9% | +2.5% |
| All | +39.8% | +89.4% | -49.6% | +6.7% |
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