-14.4%
SLB vs IBN
+383.7%
-398.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.3% |
| 7D | +2.6% | +5.7% | -3.2% | +0.4% |
| 30D | +4.4% | +20.5% | -16.1% | -3.1% |
| 3M | -2.7% | +15.2% | -18.0% | -8.2% |
| 6M | -7.5% | +34.5% | -42.1% | -18.1% |
| YTD | +34.8% | +16.4% | +18.5% | +25.8% |
| 1Y | +44.6% | +13.5% | +31.0% | +36.2% |
| 3Y | +3.2% | +55.4% | -52.3% | -16.2% |
| 5Y | +73.6% | +73.1% | +0.5% | +32.6% |
| All | -14.4% | +383.7% | -398.1% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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