+52.6%
XOM vs NOK
+19.5%
+33.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.6% | -2.0% | -4.7% |
| 7D | -7.0% | -10.4% | +3.4% | -7.4% |
| 30D | +3.2% | -19.0% | +22.2% | +2.4% |
| 3M | +10.7% | -16.7% | +27.4% | +10.0% |
| 6M | +11.6% | -37.1% | +48.7% | +11.0% |
| YTD | +43.5% | +27.7% | +15.8% | +50.1% |
| 1Y | +52.6% | +21.3% | +31.3% | +60.5% |
| All | +52.6% | +19.5% | +33.1% | +60.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling