+301.7%
EOG vs ACI
+17.4%
+284.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.5% |
| 7D | +1.0% | -7.1% | +8.1% | +2.0% |
| 30D | +2.8% | -4.5% | +7.3% | +3.4% |
| 3M | +5.9% | -22.3% | +28.2% | +8.9% |
| 6M | +17.1% | -28.4% | +45.5% | +21.7% |
| YTD | +43.9% | -29.5% | +73.4% | +49.9% |
| 1Y | +26.9% | -34.2% | +61.1% | +33.2% |
| 3Y | +23.6% | -45.7% | +69.2% | +32.7% |
| 5Y | +178.1% | -40.8% | +218.9% | +189.7% |
| All | +301.7% | +17.4% | +284.3% | +290.3% |
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