+565.7%
AMZN vs EOG
+121.1%
+444.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +2.0% |
| 7D | -0.7% | +1.5% | -2.2% | -0.9% |
| 30D | -3.9% | +2.9% | -6.9% | -4.4% |
| 3M | +6.3% | +8.7% | -2.4% | +4.7% |
| 6M | +20.8% | +12.9% | +7.9% | +17.8% |
| YTD | +11.2% | +43.8% | -32.6% | +4.2% |
| 1Y | +11.7% | +27.1% | -15.4% | +6.6% |
| 3Y | +79.4% | +25.9% | +53.5% | +70.3% |
| 5Y | +48.0% | +177.9% | -129.9% | +23.0% |
| All | +565.7% | +121.1% | +444.6% | +475.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling