+1,218.2%
BE vs EOG
+172.6%
+1,045.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.1% |
| 7D | +9.7% | +1.0% | +8.7% | +9.3% |
| 30D | +22.4% | +2.8% | +19.6% | +20.9% |
| 3M | +10.4% | +5.9% | +4.5% | +6.5% |
| 6M | +67.9% | +17.1% | +50.8% | +53.2% |
| YTD | +197.5% | +43.9% | +153.6% | +146.7% |
| 1Y | +310.6% | +26.9% | +283.7% | +258.3% |
| 3Y | +1,657.2% | +23.6% | +1,633.7% | +1,434.1% |
| 5Y | +1,218.2% | +178.1% | +1,040.0% | +759.4% |
| All | +1,218.2% | +172.6% | +1,045.5% | +759.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling