-3.1%
SLB vs PAAS
+200.1%
-203.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.5% |
| 7D | +0.8% | -2.9% | +3.7% | +1.3% |
| 30D | +15.8% | +6.8% | +9.0% | +14.4% |
| 3M | -0.3% | -2.9% | +2.5% | -0.4% |
| 6M | +21.3% | -16.4% | +37.8% | +23.3% |
| YTD | +52.3% | 0.0% | +52.3% | +49.8% |
| 1Y | +63.6% | +54.3% | +9.3% | +49.8% |
| 3Y | +3.8% | +230.7% | -226.9% | -17.8% |
| 5Y | +128.6% | +111.6% | +17.0% | +89.2% |
| All | -3.1% | +200.1% | -203.2% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling