+4,404.4%
DELL vs EOG
+121.1%
+4,283.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.1% | +12.0% | +12.0% |
| 7D | +8.2% | +1.5% | +6.7% | +7.8% |
| 30D | +17.1% | +2.9% | +14.1% | +15.9% |
| 3M | +45.2% | +8.7% | +36.4% | +40.8% |
| 6M | +286.8% | +12.9% | +273.9% | +268.7% |
| YTD | +354.8% | +43.8% | +311.0% | +304.0% |
| 1Y | +358.3% | +27.1% | +331.2% | +320.9% |
| 3Y | +724.9% | +25.9% | +699.0% | +652.5% |
| 5Y | +1,193.7% | +177.9% | +1,015.8% | +821.8% |
| All | +4,404.4% | +121.1% | +4,283.4% | +2,813.9% |
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 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