+138.6%
NOK vs XOP
+58.6%
+79.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.1% | +4.7% | +4.8% |
| 7D | +11.0% | +2.6% | +8.3% | +10.3% |
| 30D | +7.8% | +9.6% | -1.7% | +5.4% |
| 3M | -21.0% | +20.4% | -41.4% | -24.9% |
| 6M | +40.9% | +19.9% | +21.0% | +33.7% |
| YTD | +72.0% | +56.4% | +15.6% | +52.2% |
| 1Y | +140.9% | +52.4% | +88.5% | +113.8% |
| 3Y | +194.3% | +39.9% | +154.4% | +162.8% |
| 5Y | +112.5% | +163.7% | -51.2% | +57.3% |
| All | +138.6% | +58.6% | +79.9% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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