-16.6%
SLB vs ASX
+849.3%
-865.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.6% | -7.7% | -1.5% |
| 7D | -3.7% | -12.3% | +8.6% | -0.9% |
| 30D | +2.9% | -26.0% | +28.9% | +10.3% |
| 3M | +0.2% | -8.1% | +8.3% | +0.2% |
| 6M | -4.4% | +1.4% | -5.8% | -10.2% |
| YTD | +33.4% | +115.6% | -82.1% | -2.5% |
| 1Y | +40.8% | +128.0% | -87.2% | +0.8% |
| 3Y | +3.2% | +371.4% | -368.2% | -44.7% |
| 5Y | +64.8% | +469.4% | -404.6% | -21.1% |
| 10Y | -16.6% | +842.6% | -859.2% | -70.7% |
| All | -16.6% | +849.3% | -865.9% | -70.7% |
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