+65.4%
SLB vs PAAS
+75.8%
-10.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.2% | -1.5% | -3.4% |
| 7D | -7.7% | -0.4% | -7.3% | -7.8% |
| 30D | -0.7% | -11.6% | +10.9% | +1.1% |
| 3M | 0.0% | -15.6% | +15.6% | +2.2% |
| 6M | -10.4% | -19.1% | +8.7% | -8.4% |
| YTD | +31.5% | -20.9% | +52.4% | +33.6% |
| 1Y | +39.1% | +21.3% | +17.8% | +30.7% |
| 3Y | -5.7% | +177.4% | -183.1% | -27.6% |
| 5Y | +65.4% | +71.3% | -5.9% | +44.0% |
| All | +65.4% | +75.8% | -10.4% | +44.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling