+65.4%
SLB vs MSCI
+4.3%
+61.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.7% | -1.0% | -3.3% |
| 7D | -7.7% | +6.0% | -13.8% | -8.6% |
| 30D | -0.7% | +18.2% | -18.9% | -3.3% |
| 3M | 0.0% | +15.1% | -15.1% | -2.2% |
| 6M | -10.4% | +13.7% | -24.2% | -12.6% |
| YTD | +31.5% | +15.6% | +15.9% | +27.3% |
| 1Y | +39.1% | +16.3% | +22.8% | +34.6% |
| 3Y | -5.7% | +36.9% | -42.6% | -12.6% |
| 5Y | +65.4% | +6.3% | +59.1% | +61.0% |
| All | +65.4% | +4.3% | +61.1% | +61.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling