+553.6%
SCHD vs EQNR
+311.2%
+242.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.5% |
| 7D | -2.0% | +6.4% | -8.4% | -3.5% |
| 30D | -0.4% | +10.4% | -10.8% | -2.9% |
| 3M | +5.7% | +23.1% | -17.4% | -0.1% |
| 6M | +11.9% | +36.3% | -24.4% | +2.1% |
| YTD | +26.4% | +96.0% | -69.5% | +4.7% |
| 1Y | +27.6% | +94.2% | -66.6% | +5.7% |
| 3Y | +54.9% | +75.3% | -20.3% | +29.2% |
| 5Y | +60.9% | +187.2% | -126.3% | +11.7% |
| 10Y | +243.4% | +415.5% | -172.0% | +88.9% |
| All | +553.6% | +311.2% | +242.4% | +252.2% |
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