+257.0%
EOG vs ACWI
+356.8%
-99.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +1.3% | +0.5% | +0.8% | +0.6% |
| 30D | +8.2% | +0.9% | +7.3% | +6.9% |
| 3M | +3.8% | +2.4% | +1.4% | -0.3% |
| 6M | +15.3% | +12.4% | +2.9% | -2.5% |
| YTD | +41.7% | +15.2% | +26.5% | +16.0% |
| 1Y | +23.6% | +22.7% | +0.8% | -6.7% |
| 3Y | +23.3% | +75.8% | -52.5% | -41.3% |
| 5Y | +170.4% | +67.7% | +102.7% | +33.9% |
| 10Y | +125.5% | +229.0% | -103.5% | -49.4% |
| All | +257.0% | +356.8% | -99.9% | -47.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling