+127.0%
EOG vs ACWI
+220.7%
-93.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.5% | +2.5% |
| 7D | -2.4% | -0.2% | -2.2% | -2.5% |
| 30D | +2.9% | -3.3% | +6.2% | +6.0% |
| 3M | +7.2% | -3.4% | +10.7% | +10.1% |
| 6M | +18.2% | +0.8% | +17.4% | +14.8% |
| YTD | +48.9% | +10.7% | +38.2% | +28.7% |
| 1Y | +46.7% | +11.6% | +35.1% | +25.5% |
| 3Y | +37.4% | +73.4% | -36.0% | -30.8% |
| 5Y | +103.9% | +60.2% | +43.7% | +11.7% |
| 10Y | +127.0% | +221.6% | -94.6% | -37.1% |
| All | +127.0% | +220.7% | -93.7% | -37.1% |
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