+171.7%
EOG vs AMC
-99.4%
+271.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.3% | -4.9% | -0.6% |
| 7D | +1.3% | +2.3% | -1.0% | +1.2% |
| 30D | +8.2% | -0.7% | +8.9% | +8.1% |
| 3M | +3.8% | +35.2% | -31.4% | +2.8% |
| 6M | +15.3% | +124.6% | -109.3% | +12.5% |
| YTD | +41.7% | +69.9% | -28.2% | +39.1% |
| 1Y | +23.6% | -2.6% | +26.1% | +23.0% |
| 3Y | +23.3% | -79.8% | +103.0% | +26.4% |
| All | +171.7% | -99.4% | +271.1% | +213.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 5y: compounded portfolio wealth divided by compounded AMC 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…
5y analysis · Full analysis span regression · 6 months rolling