+2,028.7%
EQNR vs WCC
+4,080.5%
-2,051.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.7% | -4.4% | -1.7% |
| 7D | +6.4% | +1.5% | +4.9% | +6.0% |
| 30D | +10.4% | -2.1% | +12.5% | +10.7% |
| 3M | +23.1% | +3.8% | +19.3% | +20.3% |
| 6M | +36.3% | +35.0% | +1.3% | +21.9% |
| YTD | +96.0% | +46.4% | +49.6% | +70.4% |
| 1Y | +94.2% | +63.0% | +31.2% | +62.4% |
| 3Y | +75.3% | +133.9% | -58.7% | +23.3% |
| 5Y | +187.2% | +226.5% | -39.3% | +70.8% |
| 10Y | +415.5% | +536.5% | -121.1% | +126.2% |
| All | +2,028.7% | +4,080.5% | -2,051.8% | +582.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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