+62.5%
SLB vs PAAS
+71.7%
-9.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.3% |
| 7D | -7.1% | +8.4% | -15.5% | -8.4% |
| 30D | +4.1% | -7.2% | +11.3% | +5.1% |
| 3M | -2.6% | -14.0% | +11.4% | -0.8% |
| 6M | -8.6% | -26.8% | +18.2% | -4.8% |
| YTD | +32.2% | -19.8% | +52.0% | +34.0% |
| 1Y | +40.7% | +22.8% | +17.8% | +31.9% |
| 3Y | -4.5% | +183.6% | -188.2% | -27.0% |
| All | +62.5% | +71.7% | -9.2% | +41.8% |
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