+219.2%
CVX vs NOK
+144.6%
+74.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.8% | -4.2% | -0.1% |
| 7D | +2.6% | +11.0% | -8.3% | +0.9% |
| 30D | +9.8% | +7.8% | +2.0% | +8.4% |
| 3M | +16.2% | -21.0% | +37.2% | +19.6% |
| 6M | +13.6% | +40.9% | -27.3% | +4.0% |
| YTD | +44.4% | +72.0% | -27.7% | +26.8% |
| 1Y | +40.6% | +140.9% | -100.3% | +14.1% |
| 3Y | +48.2% | +194.3% | -146.1% | +13.3% |
| 5Y | +172.3% | +112.5% | +59.7% | +119.4% |
| All | +219.2% | +144.6% | +74.6% | +119.2% |
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