+17.8%
AVGO vs EOG
+24.8%
-7.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.1% |
| 7D | -3.0% | +1.3% | -4.2% | -2.7% |
| 30D | -14.4% | +8.2% | -22.6% | -12.7% |
| 3M | -14.4% | +3.8% | -18.3% | -12.8% |
| 6M | +13.1% | +15.3% | -2.2% | +15.5% |
| YTD | +3.8% | +41.7% | -37.9% | +7.3% |
| 1Y | +17.8% | +23.6% | -5.8% | +26.5% |
| All | +17.8% | +24.8% | -7.0% | +26.5% |
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