+140.9%
NOK vs XOP
+53.5%
+87.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.1% | +4.7% | +4.8% |
| 7D | +11.0% | +2.6% | +8.3% | +11.0% |
| 30D | +7.8% | +9.6% | -1.7% | +7.8% |
| 3M | -21.0% | +20.4% | -41.4% | -21.0% |
| 6M | +40.9% | +19.9% | +21.0% | +40.6% |
| YTD | +72.0% | +56.4% | +15.6% | +77.9% |
| 1Y | +140.9% | +52.4% | +88.5% | +148.0% |
| All | +140.9% | +53.5% | +87.4% | +148.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling