+133.0%
EOG vs A
+300.7%
-167.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +1.9% |
| 7D | +7.4% | +0.7% | +6.7% | +7.1% |
| 30D | +2.3% | +0.8% | +1.5% | +1.8% |
| 3M | +9.5% | +16.9% | -7.4% | +3.6% |
| 6M | +17.7% | +53.8% | -36.1% | +0.7% |
| YTD | +52.9% | +28.1% | +24.8% | +38.3% |
| 1Y | +47.7% | +15.0% | +32.6% | +38.8% |
| 3Y | +41.1% | +63.1% | -22.0% | +11.0% |
| 5Y | +108.2% | +11.5% | +96.8% | +87.6% |
| All | +133.0% | +300.7% | -167.6% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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