+3,082.2%
XOM vs NOK
+1,738.9%
+1,343.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +2.1% |
| 7D | 0.0% | +9.3% | -9.3% | -1.3% |
| 30D | +3.4% | +17.9% | -14.4% | +0.8% |
| 3M | +11.0% | -22.3% | +33.3% | +14.0% |
| 6M | +10.6% | +36.4% | -25.8% | +3.4% |
| YTD | +39.2% | +66.3% | -27.1% | +25.9% |
| 1Y | +52.7% | +134.4% | -81.7% | +30.0% |
| 3Y | +56.8% | +186.6% | -129.8% | +27.7% |
| 5Y | +261.8% | +102.7% | +159.1% | +207.4% |
| 10Y | +191.3% | +129.8% | +61.5% | +127.6% |
| All | +3,082.2% | +1,738.9% | +1,343.3% | +1,776.0% |
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