+45.0%
AAPL vs EOG
+28.1%
+16.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | +3.8% | +1.5% | +2.3% | +4.1% |
| 30D | +9.9% | +2.9% | +7.0% | +10.4% |
| 3M | +12.5% | +8.7% | +3.8% | +13.9% |
| 6M | +27.6% | +12.9% | +14.7% | +29.2% |
| YTD | +22.6% | +43.8% | -21.3% | +23.1% |
| 1Y | +45.0% | +27.1% | +17.9% | +44.5% |
| All | +45.0% | +28.1% | +16.9% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 1y: compounded portfolio wealth divided by compounded EOG 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…
1y analysis · Full analysis span regression · 6 months rolling