+1,641.0%
JBL vs EQNR
+2,025.8%
-384.9%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.7% | +5.7% | +5.3% |
| 7D | +2.4% | +6.4% | -4.0% | -0.3% |
| 30D | -13.1% | +10.4% | -23.5% | -16.8% |
| 3M | -15.6% | +23.1% | -38.7% | -23.8% |
| 6M | +24.6% | +36.3% | -11.7% | +4.8% |
| YTD | +39.6% | +96.0% | -56.4% | -0.6% |
| 1Y | +48.6% | +94.2% | -45.6% | +5.6% |
| 3Y | +197.3% | +75.3% | +122.0% | +112.5% |
| 5Y | +413.0% | +187.2% | +225.8% | +172.1% |
| 10Y | +1,543.9% | +415.5% | +1,128.4% | +518.1% |
| All | +1,641.0% | +2,025.8% | -384.9% | +310.2% |
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