+129.8%
NOK vs SLB
-4.1%
+133.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | +9.3% | -1.9% | +11.2% | +9.8% |
| 30D | +17.9% | +7.8% | +10.1% | +15.7% |
| 3M | -22.3% | +2.7% | -25.0% | -23.2% |
| 6M | +36.4% | +22.2% | +14.2% | +29.6% |
| YTD | +66.3% | +51.1% | +15.2% | +50.1% |
| 1Y | +134.4% | +63.3% | +71.1% | +107.0% |
| 3Y | +186.6% | +2.4% | +184.2% | +177.2% |
| 5Y | +102.7% | +139.3% | -36.7% | +53.2% |
| 10Y | +129.8% | -2.6% | +132.4% | +89.4% |
| All | +129.8% | -4.1% | +133.9% | +89.4% |
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