+553.5%
XLU vs EQNR
+2,025.8%
-1,472.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -1.6% | +6.4% | -8.0% | -2.8% |
| 30D | -3.3% | +10.4% | -13.7% | -5.3% |
| 3M | -3.2% | +23.1% | -26.2% | -7.5% |
| 6M | -7.0% | +36.3% | -43.2% | -13.7% |
| YTD | +0.6% | +96.0% | -95.3% | -13.7% |
| 1Y | +2.4% | +94.2% | -91.8% | -12.2% |
| 3Y | +46.3% | +75.3% | -29.0% | +26.0% |
| 5Y | +44.0% | +187.2% | -143.2% | +7.7% |
| 10Y | +140.1% | +415.5% | -275.4% | +46.5% |
| All | +553.5% | +2,025.8% | -1,472.3% | +180.1% |
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