+1.9%
SLB vs ASX
+396.7%
-394.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.6% | -4.5% | +1.0% |
| 7D | -1.2% | +0.8% | -2.0% | -1.8% |
| 30D | +4.5% | -20.4% | +24.9% | +7.8% |
| 3M | -4.6% | -2.1% | -2.4% | -5.5% |
| 6M | -6.3% | +8.2% | -14.5% | -11.2% |
| YTD | +35.0% | +137.3% | -102.3% | +4.4% |
| 1Y | +38.8% | +155.0% | -116.2% | +5.3% |
| All | +1.9% | +396.7% | -394.8% | -38.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling