+36.1%
JCI vs EQNR
+85.2%
-49.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.2% | +1.8% |
| 7D | +3.8% | +1.7% | +2.1% | +3.9% |
| 30D | -5.7% | +11.5% | -17.1% | -5.1% |
| 3M | -1.4% | +12.9% | -14.3% | -0.7% |
| 6M | +4.1% | +36.0% | -31.8% | +2.8% |
| YTD | +21.7% | +84.1% | -62.4% | +18.1% |
| 1Y | +36.1% | +83.8% | -47.6% | +33.0% |
| All | +36.1% | +85.2% | -49.1% | +33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling