+127.9%
NOK vs SLB
-12.7%
+140.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -2.9% |
| 7D | +5.4% | +3.5% | +1.8% | +4.5% |
| 30D | -14.1% | +6.5% | -20.7% | -15.2% |
| 3M | -23.6% | -0.2% | -23.3% | -23.5% |
| 6M | -45.1% | -5.7% | -39.4% | -44.5% |
| YTD | +24.7% | +36.8% | -12.1% | +15.3% |
| 1Y | +19.0% | +45.8% | -26.8% | +8.4% |
| 3Y | +147.0% | +3.4% | +143.7% | +139.1% |
| 5Y | +58.2% | +76.1% | -18.0% | +29.7% |
| All | +127.9% | -12.7% | +140.7% | +94.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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