+3,641.3%
MCO vs EQNR
+2,025.8%
+1,615.4%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.8% |
| 7D | -3.8% | +6.4% | -10.2% | -5.7% |
| 30D | -0.4% | +10.4% | -10.8% | -3.7% |
| 3M | +7.7% | +23.1% | -15.4% | -0.2% |
| 6M | +7.0% | +36.3% | -29.3% | -5.4% |
| YTD | -6.4% | +96.0% | -102.4% | -27.1% |
| 1Y | -7.6% | +94.2% | -101.9% | -28.2% |
| 3Y | +43.2% | +75.3% | -32.0% | +11.7% |
| 5Y | +29.6% | +187.2% | -157.6% | -19.7% |
| 10Y | +389.2% | +415.5% | -26.3% | +125.7% |
| All | +3,641.3% | +2,025.8% | +1,615.4% | +1,376.1% |
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