-17.1%
SLB vs ASX
+754.3%
-771.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.4% | -5.9% | -1.2% |
| 7D | -7.1% | -19.9% | +12.8% | -1.9% |
| 30D | +4.1% | -30.9% | +35.0% | +13.7% |
| 3M | -2.6% | -15.1% | +12.4% | -0.4% |
| 6M | -8.6% | -6.5% | -2.1% | -12.0% |
| YTD | +32.2% | +98.4% | -66.2% | -1.0% |
| 1Y | +40.7% | +107.9% | -67.2% | +3.5% |
| 3Y | -4.5% | +325.3% | -329.8% | -47.2% |
| 5Y | +66.4% | +447.3% | -380.9% | -19.8% |
| All | -17.1% | +754.3% | -771.4% | -70.0% |
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