+121,410.5%
AAPL vs EOG
+7,424.5%
+113,986.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -2.7% | -2.0% | -0.7% | -2.4% |
| 30D | +1.0% | +7.9% | -6.9% | -0.4% |
| 3M | +5.0% | +4.5% | +0.5% | +3.8% |
| 6M | +23.0% | +12.3% | +10.7% | +19.7% |
| YTD | +16.6% | +41.9% | -25.2% | +8.7% |
| 1Y | +33.4% | +27.8% | +5.6% | +26.5% |
| 3Y | +79.9% | +21.8% | +58.1% | +70.6% |
| 5Y | +109.0% | +174.0% | -65.0% | +68.4% |
| 10Y | +1,210.4% | +110.4% | +1,100.1% | +926.3% |
| All | +121,410.5% | +7,424.5% | +113,986.1% | +75,656.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling