+1,036.2%
XLE vs NOK
+15.4%
+1,020.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.9% |
| 7D | +4.4% | +11.0% | -6.6% | +2.3% |
| 30D | -4.3% | -16.0% | +11.8% | -1.6% |
| 3M | +6.0% | -19.8% | +25.8% | +9.2% |
| 6M | +13.2% | -37.1% | +50.3% | +20.1% |
| YTD | +46.7% | +28.0% | +18.8% | +33.3% |
| 1Y | +46.6% | +17.9% | +28.7% | +35.2% |
| 3Y | +69.6% | +152.7% | -83.2% | +30.1% |
| 5Y | +166.5% | +62.3% | +104.2% | +121.4% |
| 10Y | +178.0% | +128.1% | +50.0% | +98.5% |
| All | +1,036.2% | +15.4% | +1,020.8% | +653.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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