+308.5%
CSCO vs NOK
+127.4%
+181.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.5% | -3.7% | -5.6% |
| 7D | +1.9% | +5.4% | -3.4% | +0.6% |
| 30D | -15.8% | -14.1% | -1.7% | -13.0% |
| 3M | -15.4% | -23.6% | +8.2% | -10.4% |
| 6M | -5.4% | -45.1% | +39.7% | +7.2% |
| YTD | +26.5% | +24.7% | +1.7% | +16.1% |
| 1Y | +25.9% | +19.0% | +6.9% | +16.7% |
| 3Y | +97.5% | +147.0% | -49.5% | +48.3% |
| 5Y | +93.0% | +58.2% | +34.9% | +60.1% |
| All | +308.5% | +127.4% | +181.1% | +173.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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