+2,028.7%
EQNR vs RJF
+2,815.6%
-787.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.7% |
| 7D | +6.4% | -2.7% | +9.1% | +7.5% |
| 30D | +10.4% | -4.3% | +14.6% | +11.9% |
| 3M | +23.1% | +15.7% | +7.4% | +15.9% |
| 6M | +36.3% | +17.8% | +18.5% | +26.8% |
| YTD | +96.0% | +9.2% | +86.8% | +86.6% |
| 1Y | +94.2% | +2.8% | +91.4% | +88.6% |
| 3Y | +75.3% | +69.5% | +5.8% | +36.6% |
| 5Y | +187.2% | +105.9% | +81.3% | +101.8% |
| 10Y | +415.5% | +424.9% | -9.4% | +148.7% |
| All | +2,028.7% | +2,815.6% | -787.0% | +503.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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