+59.7%
XOM vs NOK
+182.2%
-122.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.6% |
| 7D | +1.9% | +8.7% | -6.8% | +1.7% |
| 30D | +4.1% | +12.5% | -8.4% | +3.7% |
| 3M | +10.4% | -20.7% | +31.2% | +11.3% |
| 6M | +13.0% | +36.2% | -23.1% | +10.5% |
| YTD | +40.1% | +64.1% | -24.1% | +35.2% |
| 1Y | +51.1% | +132.4% | -81.3% | +39.5% |
| All | +59.7% | +182.2% | -122.4% | +47.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling