-13.1%
SLB vs ASX
+962.9%
-976.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +2.1% |
| 7D | +3.5% | +12.4% | -8.9% | 0.0% |
| 30D | +6.5% | -19.8% | +26.3% | +11.6% |
| 3M | -0.2% | -10.3% | +10.1% | +0.5% |
| 6M | -5.7% | +1.2% | -7.0% | -11.2% |
| YTD | +36.8% | +123.0% | -86.2% | -1.1% |
| 1Y | +45.8% | +145.4% | -99.7% | +2.0% |
| 3Y | +3.4% | +368.6% | -365.3% | -44.5% |
| 5Y | +76.1% | +486.0% | -409.9% | -16.5% |
| All | -13.1% | +962.9% | -976.0% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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