+5,072.4%
ROK vs EQNR
+2,025.8%
+3,046.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.9% |
| 7D | -1.2% | +6.4% | -7.7% | -3.7% |
| 30D | -4.8% | +10.4% | -15.2% | -8.6% |
| 3M | -6.1% | +23.1% | -29.2% | -14.6% |
| 6M | +15.5% | +36.3% | -20.8% | -1.4% |
| YTD | +11.2% | +96.0% | -84.8% | -18.6% |
| 1Y | +23.8% | +94.2% | -70.4% | -9.5% |
| 3Y | +53.1% | +75.3% | -22.1% | +12.6% |
| 5Y | +48.3% | +187.2% | -138.9% | -18.2% |
| 10Y | +357.4% | +415.5% | -58.1% | +80.2% |
| All | +5,072.4% | +2,025.8% | +3,046.6% | +1,319.5% |
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