+26.0%
C vs EOG
+45.9%
-19.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.2% | +6.9% | +0.2% |
| 7D | +1.1% | -8.6% | +9.7% | -1.3% |
| 30D | -2.4% | +2.8% | -5.2% | -1.6% |
| 3M | -8.4% | +3.2% | -11.5% | -7.0% |
| 6M | +0.3% | +5.3% | -5.0% | +2.6% |
| YTD | +9.1% | +44.5% | -35.4% | +18.5% |
| 1Y | +26.0% | +44.2% | -18.1% | +37.0% |
| All | +26.0% | +45.9% | -19.9% | +37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling