+21.8%
EOG vs ACI
-43.5%
+65.3%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.3% | +3.4% | +0.4% |
| 7D | -2.0% | -2.6% | +0.6% | -1.8% |
| 30D | +7.9% | +1.1% | +6.8% | +7.8% |
| 3M | +4.5% | -23.6% | +28.1% | +6.6% |
| 6M | +12.3% | -29.9% | +42.2% | +15.6% |
| YTD | +41.9% | -26.9% | +68.7% | +45.4% |
| 1Y | +27.8% | -34.2% | +62.1% | +31.9% |
| 3Y | +21.8% | -43.6% | +65.4% | +22.2% |
| All | +21.8% | -43.5% | +65.3% | +22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling