+78.9%
UBER vs EQNR
+183.4%
-104.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.2% |
| 7D | -5.4% | +6.4% | -11.8% | -6.1% |
| 30D | -4.9% | +10.4% | -15.3% | -6.0% |
| 3M | +3.0% | +23.1% | -20.0% | +0.3% |
| 6M | -4.4% | +36.3% | -40.7% | -9.5% |
| YTD | -12.3% | +96.0% | -108.3% | -22.5% |
| 1Y | -24.3% | +94.2% | -118.5% | -33.1% |
| 3Y | +46.4% | +75.3% | -28.8% | +29.6% |
| All | +78.9% | +183.4% | -104.5% | +48.2% |
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 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