+36.3%
DIS vs EOG
+127.0%
-90.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.5% |
| 7D | +4.4% | -2.4% | +6.8% | +4.9% |
| 30D | +10.3% | +2.9% | +7.4% | +9.2% |
| 3M | +15.5% | +7.2% | +8.3% | +12.9% |
| 6M | +11.2% | +18.2% | -7.0% | +5.0% |
| YTD | +5.6% | +48.9% | -43.3% | -7.3% |
| 1Y | +7.7% | +46.7% | -38.9% | -5.1% |
| 3Y | +39.3% | +37.4% | +1.9% | +23.6% |
| 5Y | -29.5% | +103.9% | -133.4% | -45.9% |
| 10Y | +36.3% | +127.0% | -90.8% | -13.0% |
| All | +36.3% | +127.0% | -90.7% | -13.0% |
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 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