+110.4%
EOG vs ACWI
+226.0%
-115.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.6% |
| 7D | -2.0% | +1.1% | -3.1% | -3.1% |
| 30D | +7.9% | -0.2% | +8.1% | +7.9% |
| 3M | +4.5% | +4.7% | -0.2% | -1.4% |
| 6M | +12.3% | +14.5% | -2.2% | -5.1% |
| YTD | +41.9% | +14.6% | +27.3% | +19.2% |
| 1Y | +27.8% | +21.4% | +6.4% | +0.4% |
| 3Y | +21.8% | +77.6% | -55.8% | -39.8% |
| 5Y | +174.0% | +68.1% | +105.9% | +43.2% |
| 10Y | +110.4% | +226.1% | -115.8% | -46.8% |
| All | +110.4% | +226.0% | -115.6% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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