+73.6%
SLB vs APA
+90.7%
-17.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -1.1% |
| 7D | +2.6% | +9.6% | -7.1% | -2.2% |
| 30D | +4.4% | -0.2% | +4.6% | +4.1% |
| 3M | -2.7% | +19.8% | -22.6% | -12.3% |
| 6M | -7.5% | +30.1% | -37.6% | -21.0% |
| YTD | +34.8% | +100.4% | -65.6% | -12.0% |
| 1Y | +44.6% | +105.2% | -60.6% | -7.2% |
| 3Y | +3.2% | +44.6% | -41.4% | -23.9% |
| 5Y | +73.6% | +88.8% | -15.3% | +8.1% |
| All | +73.6% | +90.7% | -17.2% | +8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling