+321.7%
EOG vs ACI
+32.1%
+289.5%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.7% |
| 7D | +4.6% | -5.3% | +9.9% | +5.3% |
| 30D | +2.9% | +5.0% | -2.2% | +2.0% |
| 3M | +8.0% | +7.5% | +0.4% | +6.7% |
| 6M | +17.0% | -16.0% | +33.0% | +18.9% |
| YTD | +51.1% | -20.6% | +71.7% | +54.6% |
| 1Y | +45.1% | -23.5% | +68.6% | +49.3% |
| 3Y | +39.4% | -32.1% | +71.6% | +44.8% |
| 5Y | +105.6% | -42.5% | +148.1% | +114.6% |
| All | +321.7% | +32.1% | +289.5% | +302.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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