+516.5%
PEP vs EQNR
+2,025.8%
-1,509.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.4% | -0.1% |
| 7D | -1.0% | +6.4% | -7.4% | -1.8% |
| 30D | -0.7% | +10.4% | -11.0% | -2.1% |
| 3M | -4.1% | +23.1% | -27.2% | -7.3% |
| 6M | -13.1% | +36.3% | -49.4% | -17.6% |
| YTD | -2.1% | +96.0% | -98.1% | -12.2% |
| 1Y | -1.7% | +94.2% | -95.9% | -11.8% |
| 3Y | -15.1% | +75.3% | -90.4% | -23.7% |
| 5Y | +3.1% | +187.2% | -184.1% | -16.7% |
| 10Y | +78.6% | +415.5% | -336.9% | +24.8% |
| All | +516.5% | +2,025.8% | -1,509.3% | +248.6% |
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