+95.0%
SLB vs ASX
+2,764.3%
-2,669.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -20.8% | +17.0% | +1.1% |
| 7D | -7.7% | -33.3% | +25.5% | +0.6% |
| 30D | -0.7% | -36.5% | +35.7% | +9.2% |
| 3M | 0.0% | -19.2% | +19.2% | +3.3% |
| 6M | -10.4% | -10.2% | -0.2% | -11.8% |
| YTD | +31.5% | +86.5% | -55.0% | +7.8% |
| 1Y | +39.1% | +89.6% | -50.5% | +13.5% |
| 3Y | -5.7% | +298.6% | -304.3% | -37.6% |
| 5Y | +65.4% | +414.3% | -348.8% | +0.2% |
| 10Y | -15.6% | +711.1% | -726.6% | -56.0% |
| All | +95.0% | +2,764.3% | -2,669.3% | -36.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling