+28.1%
BA vs EOG
+120.7%
-92.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.9% |
| 7D | -1.7% | -6.0% | +4.3% | +0.6% |
| 30D | -9.5% | +0.9% | -10.3% | -10.0% |
| 3M | -26.5% | +10.9% | -37.4% | -29.9% |
| 6M | -27.4% | +15.8% | -43.1% | -33.0% |
| YTD | -20.6% | +45.8% | -66.5% | -34.7% |
| 1Y | -11.4% | +45.3% | -56.7% | -27.3% |
| 3Y | -10.8% | +36.2% | -47.0% | -26.4% |
| 5Y | -21.9% | +94.0% | -115.9% | -48.9% |
| 10Y | +28.1% | +120.5% | -92.3% | -35.1% |
| All | +28.1% | +120.7% | -92.5% | -35.1% |
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