+37.5%
CVX vs NOK
+123.4%
-85.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.7% | -3.9% | -1.2% |
| 7D | +3.3% | -1.8% | +5.1% | +3.3% |
| 30D | +12.9% | +4.7% | +8.2% | +13.1% |
| 3M | +11.7% | -39.7% | +51.4% | +11.4% |
| 6M | +14.1% | +23.1% | -8.9% | +15.7% |
| YTD | +40.7% | +55.0% | -14.3% | +44.0% |
| 1Y | +37.5% | +118.0% | -80.5% | +40.5% |
| All | +37.5% | +123.4% | -85.9% | +40.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling