+72.3%
BA vs EOG
+110.9%
-38.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.8% |
| 7D | +2.5% | -2.0% | +4.5% | +3.3% |
| 30D | -10.1% | +7.9% | -18.0% | -13.0% |
| 3M | -2.4% | +4.5% | -6.9% | -5.4% |
| 6M | -8.8% | +12.3% | -21.1% | -15.4% |
| YTD | -2.9% | +41.9% | -44.8% | -19.0% |
| 1Y | -8.8% | +27.8% | -36.6% | -20.6% |
| 3Y | -0.3% | +21.8% | -22.1% | -13.6% |
| 5Y | -0.3% | +174.0% | -174.3% | -45.2% |
| 10Y | +72.3% | +110.4% | -38.0% | -12.0% |
| All | +72.3% | +110.9% | -38.6% | -12.0% |
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