-3.3%
SLB vs ASX
+863.2%
-866.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +0.8% | -0.7% | +1.5% | +1.0% |
| 30D | +15.8% | +2.0% | +13.8% | +14.8% |
| 3M | -0.3% | -1.3% | +1.0% | -2.6% |
| 6M | +21.3% | +71.4% | -50.1% | -1.7% |
| YTD | +52.3% | +135.3% | -83.0% | +10.8% |
| 1Y | +63.6% | +267.5% | -203.9% | +1.9% |
| 3Y | +3.8% | +388.5% | -384.7% | -43.8% |
| 5Y | +128.6% | +417.1% | -288.5% | +16.5% |
| All | -3.3% | +863.2% | -866.5% | -65.8% |
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