-16.6%
SLB vs IBN
+368.7%
-385.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.7% | +0.3% |
| 7D | -3.7% | +14.6% | -18.3% | -8.7% |
| 30D | +2.9% | +23.5% | -20.6% | -5.4% |
| 3M | +0.2% | +14.0% | -13.8% | -5.0% |
| 6M | -4.4% | +31.1% | -35.6% | -14.5% |
| YTD | +33.4% | +16.6% | +16.8% | +24.4% |
| 1Y | +40.8% | +14.9% | +25.9% | +32.1% |
| 3Y | +3.2% | +56.9% | -53.7% | -16.5% |
| 5Y | +64.8% | +69.7% | -4.9% | +27.1% |
| 10Y | -16.6% | +365.4% | -381.9% | -53.2% |
| All | -16.6% | +368.7% | -385.2% | -53.2% |
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