+1.1%
NOK vs XOP
+87.1%
-85.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.5% | +0.8% |
| 7D | +9.3% | +1.0% | +8.4% | +9.0% |
| 30D | +17.9% | +10.8% | +7.0% | +13.3% |
| 3M | -22.3% | +19.5% | -41.8% | -27.9% |
| 6M | +36.4% | +21.6% | +14.8% | +25.2% |
| YTD | +66.3% | +55.8% | +10.5% | +38.5% |
| 1Y | +134.4% | +54.6% | +79.8% | +94.6% |
| 3Y | +186.6% | +36.6% | +149.9% | +143.1% |
| 5Y | +102.7% | +160.6% | -58.0% | +26.4% |
| 10Y | +129.8% | +56.2% | +73.6% | +49.0% |
| All | +1.1% | +87.1% | -85.9% | -50.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling