+121.4%
DAL vs EOG
+131.8%
-10.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.4% | -1.4% |
| 7D | +2.3% | +4.6% | -2.2% | +0.9% |
| 30D | +14.3% | +2.9% | +11.5% | +12.8% |
| 3M | +1.3% | +8.0% | -6.7% | -2.0% |
| 6M | +29.3% | +17.0% | +12.3% | +20.2% |
| YTD | +33.0% | +51.1% | -18.1% | +11.2% |
| 1Y | +59.8% | +45.1% | +14.7% | +35.5% |
| 3Y | +177.2% | +39.4% | +137.7% | +135.5% |
| 5Y | +118.4% | +105.6% | +12.8% | +51.0% |
| 10Y | +121.4% | +133.5% | -12.1% | +15.3% |
| All | +121.4% | +131.8% | -10.4% | +15.3% |
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