+801.4%
CDW vs EQNR
+341.9%
+459.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.4% | +0.2% |
| 7D | -7.4% | +5.7% | -13.1% | -8.7% |
| 30D | +5.8% | +11.3% | -5.4% | +2.9% |
| 3M | +10.8% | +21.5% | -10.7% | +5.0% |
| 6M | +21.5% | +41.8% | -20.4% | +10.7% |
| YTD | +6.4% | +97.3% | -91.0% | -10.9% |
| 1Y | -14.8% | +89.9% | -104.7% | -28.1% |
| 3Y | -29.9% | +76.9% | -106.7% | -41.1% |
| 5Y | -22.9% | +189.2% | -212.1% | -45.9% |
| 10Y | +270.0% | +419.0% | -149.1% | +108.1% |
| All | +801.4% | +341.9% | +459.6% | +427.7% |
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