+906.3%
XBI vs EQNR
+391.9%
+514.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | -4.6% | +6.4% | -11.1% | -6.3% |
| 30D | -2.0% | +10.4% | -12.4% | -4.7% |
| 3M | +17.8% | +23.1% | -5.3% | +10.5% |
| 6M | +23.7% | +36.3% | -12.6% | +11.1% |
| YTD | +28.2% | +96.0% | -67.7% | +3.1% |
| 1Y | +64.0% | +94.2% | -30.3% | +31.7% |
| 3Y | +99.4% | +75.3% | +24.1% | +60.9% |
| 5Y | +19.3% | +187.2% | -167.9% | -20.9% |
| 10Y | +158.7% | +415.5% | -256.8% | +34.1% |
| All | +906.3% | +391.9% | +514.4% | +356.2% |
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