+26.6%
BA vs EOG
+127.0%
-100.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | -0.2% |
| 7D | 0.0% | -2.4% | +2.4% | +0.9% |
| 30D | -8.9% | +2.9% | -11.9% | -10.2% |
| 3M | -25.5% | +7.2% | -32.8% | -28.0% |
| 6M | -27.0% | +18.2% | -45.1% | -33.2% |
| YTD | -20.1% | +48.9% | -69.0% | -34.9% |
| 1Y | -11.0% | +46.7% | -57.7% | -27.2% |
| 3Y | -11.8% | +37.4% | -49.2% | -27.4% |
| 5Y | -20.6% | +103.9% | -124.6% | -49.3% |
| 10Y | +26.6% | +127.0% | -100.4% | -36.5% |
| All | +26.6% | +127.0% | -100.4% | -36.5% |
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 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