-13.1%
SLB vs MSCI
+811.9%
-824.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.1% |
| 7D | +3.5% | +3.0% | +0.5% | +2.6% |
| 30D | +6.5% | +17.8% | -11.3% | +1.2% |
| 3M | -0.2% | +15.2% | -15.4% | -4.7% |
| 6M | -5.7% | +16.5% | -22.2% | -11.0% |
| YTD | +36.8% | +16.4% | +20.5% | +28.3% |
| 1Y | +45.8% | +16.8% | +29.0% | +36.5% |
| 3Y | +3.4% | +35.8% | -32.4% | -10.5% |
| 5Y | +76.1% | +7.0% | +69.2% | +61.5% |
| All | -13.1% | +811.9% | -824.9% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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