+810.3%
XLI vs EQNR
+2,025.8%
-1,215.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.3% |
| 7D | -1.7% | +6.4% | -8.1% | -3.5% |
| 30D | -7.3% | +10.4% | -17.6% | -10.1% |
| 3M | -1.3% | +23.1% | -24.4% | -8.1% |
| 6M | +2.2% | +36.3% | -34.1% | -9.1% |
| YTD | +11.7% | +96.0% | -84.3% | -11.7% |
| 1Y | +14.3% | +94.2% | -80.0% | -9.8% |
| 3Y | +70.3% | +75.3% | -4.9% | +35.2% |
| 5Y | +82.3% | +187.2% | -104.9% | +17.3% |
| 10Y | +258.4% | +415.5% | -157.1% | +79.3% |
| All | +810.3% | +2,025.8% | -1,215.5% | +242.7% |
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