-17.3%
SLB vs PAAS
+168.2%
-185.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.8% | +4.9% | -0.1% |
| 7D | -4.3% | +4.2% | -8.5% | -4.9% |
| 30D | +1.9% | -13.8% | +15.7% | +4.0% |
| 3M | -5.7% | -22.7% | +17.0% | -2.6% |
| 6M | -5.3% | -32.1% | +26.7% | -0.8% |
| YTD | +32.2% | -22.3% | +54.4% | +34.5% |
| 1Y | +38.5% | +7.7% | +30.8% | +33.9% |
| 3Y | +1.1% | +214.0% | -212.9% | -19.4% |
| 5Y | +70.3% | +63.2% | +7.1% | +46.0% |
| 10Y | -17.3% | +185.5% | -202.8% | -35.3% |
| All | -17.3% | +168.2% | -185.5% | -35.3% |
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