+1,596.6%
MCD vs EQNR
+2,046.2%
-449.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.2% | -5.2% | -1.6% |
| 7D | -2.9% | +3.8% | -6.6% | -3.5% |
| 30D | -6.7% | +11.4% | -18.2% | -8.4% |
| 3M | -9.6% | +24.8% | -34.4% | -13.0% |
| 6M | -22.3% | +42.3% | -64.6% | -27.3% |
| YTD | -15.4% | +97.9% | -113.3% | -25.3% |
| 1Y | -16.8% | +95.9% | -112.7% | -26.6% |
| 3Y | -2.4% | +77.3% | -79.7% | -13.7% |
| 5Y | +19.4% | +195.3% | -175.9% | -6.6% |
| 10Y | +181.3% | +420.4% | -239.1% | +89.3% |
| All | +1,596.6% | +2,046.2% | -449.6% | +822.5% |
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