+192.9%
XOM vs NOK
+144.6%
+48.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.8% | -4.3% | -0.2% |
| 7D | +4.1% | +11.0% | -6.9% | +2.6% |
| 30D | +4.6% | +7.8% | -3.3% | +3.4% |
| 3M | +14.0% | -21.0% | +35.0% | +16.9% |
| 6M | +11.0% | +40.9% | -29.9% | +3.0% |
| YTD | +40.7% | +72.0% | -31.3% | +26.1% |
| 1Y | +52.3% | +140.9% | -88.6% | +27.5% |
| 3Y | +60.5% | +194.3% | -133.8% | +27.6% |
| 5Y | +266.4% | +112.5% | +153.9% | +204.7% |
| All | +192.9% | +144.6% | +48.3% | +108.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling