+24.3%
BMY vs EOG
+169.9%
-145.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -4.8% | +1.5% | -6.3% | -4.9% |
| 30D | -0.1% | +2.9% | -3.0% | -0.4% |
| 3M | +13.1% | +8.7% | +4.4% | +12.2% |
| 6M | +8.4% | +12.9% | -4.5% | +7.0% |
| YTD | +22.0% | +43.8% | -21.9% | +17.7% |
| 1Y | +40.3% | +27.1% | +13.2% | +36.9% |
| 3Y | +20.5% | +25.9% | -5.4% | +17.0% |
| All | +24.3% | +169.9% | -145.6% | +16.9% |
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