+256.5%
ALLE vs EQNR
+298.1%
-41.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -2.8% | +5.7% | -8.5% | -3.9% |
| 30D | -10.2% | +11.3% | -21.5% | -12.2% |
| 3M | +17.4% | +21.5% | -4.1% | +12.1% |
| 6M | +3.3% | +41.8% | -38.5% | -5.9% |
| YTD | -4.2% | +97.3% | -101.6% | -19.5% |
| 1Y | -10.5% | +89.9% | -100.5% | -24.3% |
| 3Y | +45.4% | +76.9% | -31.5% | +22.6% |
| 5Y | +11.9% | +189.2% | -177.3% | -20.7% |
| 10Y | +154.5% | +419.0% | -264.5% | +44.7% |
| All | +256.5% | +298.1% | -41.6% | +89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQNR.
Daily Out/Under-Performance
Portfolio return minus EQNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQNR 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 EQNR 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