+319.1%
DELL vs EOG
+24.8%
+294.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.4% |
| 7D | +14.9% | +1.3% | +13.6% | +15.0% |
| 30D | +13.3% | +8.2% | +5.1% | +13.9% |
| 3M | +24.4% | +3.8% | +20.6% | +25.1% |
| 6M | +258.0% | +15.3% | +242.7% | +247.8% |
| YTD | +320.2% | +41.7% | +278.5% | +303.7% |
| 1Y | +319.1% | +23.6% | +295.5% | +305.5% |
| All | +319.1% | +24.8% | +294.3% | +305.5% |
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 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