+17.3%
MDLZ vs EQNR
+183.4%
-166.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | 0.0% |
| 7D | +1.9% | +6.4% | -4.5% | +1.6% |
| 30D | +0.4% | +10.4% | -9.9% | -0.1% |
| 3M | -0.6% | +23.1% | -23.7% | -1.7% |
| 6M | +14.7% | +36.3% | -21.6% | +12.7% |
| YTD | +18.0% | +96.0% | -78.0% | +13.7% |
| 1Y | +4.1% | +94.2% | -90.1% | +0.4% |
| 3Y | -4.6% | +75.3% | -79.8% | -8.0% |
| All | +17.3% | +183.4% | -166.1% | +15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling