-3.1%
SLB vs MSCI
+624.4%
-627.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +0.8% | +0.4% | +0.4% | +0.7% |
| 30D | +15.8% | +0.6% | +15.3% | +15.5% |
| 3M | -0.3% | -7.1% | +6.7% | +1.2% |
| 6M | +21.3% | +0.8% | +20.5% | +19.7% |
| YTD | +52.3% | +1.0% | +51.3% | +49.4% |
| 1Y | +63.6% | +4.3% | +59.3% | +57.9% |
| 3Y | +3.8% | +9.9% | -6.2% | -3.8% |
| 5Y | +128.6% | -6.8% | +135.4% | +117.6% |
| All | -3.1% | +624.4% | -627.6% | -53.4% |
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