+73.6%
SLB vs ASX
+538.6%
-464.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.6% | -4.5% | +0.8% |
| 7D | -1.2% | +0.8% | -2.0% | -1.9% |
| 30D | +4.5% | -20.4% | +24.9% | +8.2% |
| 3M | -4.6% | -2.1% | -2.4% | -5.6% |
| 6M | -6.3% | +8.2% | -14.5% | -11.4% |
| YTD | +35.0% | +137.3% | -102.3% | +4.3% |
| 1Y | +38.8% | +155.0% | -116.2% | +5.2% |
| 3Y | +3.3% | +397.9% | -394.7% | -36.6% |
| 5Y | +73.6% | +529.2% | -455.6% | -4.1% |
| All | +73.6% | +538.6% | -464.9% | -4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling