+101.3%
NOK vs SLB
+128.1%
-26.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +6.3% |
| 7D | +7.3% | +0.4% | +6.8% | +7.1% |
| 30D | +13.8% | +13.6% | +0.2% | +10.9% |
| 3M | -27.0% | +1.5% | -28.5% | -27.4% |
| 6M | +37.6% | +23.0% | +14.6% | +32.3% |
| YTD | +64.6% | +51.2% | +13.4% | +52.0% |
| 1Y | +132.0% | +63.5% | +68.5% | +110.5% |
| 3Y | +183.7% | +2.5% | +181.1% | +177.5% |
| 5Y | +101.3% | +139.2% | -37.9% | +73.6% |
| All | +101.3% | +128.1% | -26.8% | +73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling