+8.9%
SLB vs AS
+133.7%
-124.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.4% | -3.5% |
| 7D | -7.7% | +7.1% | -14.9% | -8.5% |
| 30D | -0.7% | +12.8% | -13.5% | -2.2% |
| 3M | 0.0% | -14.7% | +14.7% | +1.7% |
| 6M | -10.4% | -9.9% | -0.5% | -9.8% |
| YTD | +31.5% | -16.1% | +47.6% | +33.0% |
| 1Y | +39.1% | +0.2% | +39.0% | +37.0% |
| All | +8.9% | +133.7% | -124.8% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 3y: compounded portfolio wealth divided by compounded AS 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…
3y analysis · Full analysis span regression · 6 months rolling