+118.4%
EOG vs AA
+134.3%
-15.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.0% | +3.1% | +1.8% |
| 7D | -1.3% | -0.6% | -0.7% | -1.2% |
| 30D | +3.4% | -1.6% | +4.9% | +3.5% |
| 3M | +7.8% | -29.8% | +37.6% | +19.2% |
| 6M | +13.4% | -16.6% | +30.0% | +16.0% |
| YTD | +43.5% | -4.0% | +47.5% | +38.2% |
| 1Y | +29.7% | +63.5% | -33.8% | +1.5% |
| 3Y | +23.2% | +86.8% | -63.6% | -16.8% |
| 5Y | +176.4% | +12.4% | +164.0% | +100.3% |
| All | +118.4% | +134.3% | -15.9% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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