-4.8%
SLB vs BEN
+56.5%
-61.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +0.4% | +4.7% | -4.3% | -2.1% |
| 30D | +13.6% | +2.6% | +11.0% | +11.8% |
| 3M | +1.5% | +11.5% | -10.0% | -5.0% |
| 6M | +23.0% | +35.3% | -12.3% | +2.9% |
| YTD | +51.2% | +48.6% | +2.6% | +19.8% |
| 1Y | +63.5% | +46.7% | +16.8% | +29.7% |
| 3Y | +2.5% | +57.0% | -54.5% | -25.0% |
| 5Y | +139.2% | +41.8% | +97.4% | +75.7% |
| 10Y | -4.8% | +55.2% | -60.0% | -41.2% |
| All | -4.8% | +56.5% | -61.3% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BEN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling