+119.0%
EOG vs A
+247.2%
-128.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.7% |
| 7D | +1.0% | -4.6% | +5.6% | +2.5% |
| 30D | +2.8% | -4.3% | +7.1% | +4.1% |
| 3M | +5.9% | +8.9% | -3.0% | +2.5% |
| 6M | +17.1% | +24.5% | -7.5% | +6.9% |
| YTD | +43.9% | +5.8% | +38.1% | +38.9% |
| 1Y | +26.9% | +16.2% | +10.6% | +17.5% |
| 3Y | +23.6% | +28.5% | -4.9% | +5.5% |
| 5Y | +178.1% | -16.3% | +194.5% | +180.3% |
| All | +119.0% | +247.2% | -128.2% | +16.0% |
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