-3.1%
SLB vs RBA
+185.7%
-188.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.2% | +0.1% |
| 7D | +0.8% | -2.9% | +3.8% | +1.7% |
| 30D | +15.8% | -12.3% | +28.1% | +20.2% |
| 3M | -0.3% | -20.5% | +20.2% | +5.9% |
| 6M | +21.3% | -18.5% | +39.9% | +27.7% |
| YTD | +52.3% | -18.2% | +70.5% | +59.4% |
| 1Y | +63.6% | -27.5% | +91.1% | +77.4% |
| 3Y | +3.8% | +38.1% | -34.3% | -9.3% |
| 5Y | +128.6% | +44.8% | +83.8% | +88.9% |
| All | -3.1% | +185.7% | -188.9% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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