+257.2%
XOM vs NOK
+112.2%
+145.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.8% | -4.3% | +0.1% |
| 7D | +4.1% | +11.0% | -6.9% | +3.3% |
| 30D | +4.6% | +7.8% | -3.3% | +3.9% |
| 3M | +14.0% | -21.0% | +35.0% | +16.1% |
| 6M | +11.0% | +40.9% | -29.9% | +5.1% |
| YTD | +40.7% | +72.0% | -31.3% | +29.5% |
| 1Y | +52.3% | +140.9% | -88.6% | +31.3% |
| 3Y | +60.5% | +194.3% | -133.8% | +31.6% |
| All | +257.2% | +112.2% | +145.0% | +207.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling