+174.0%
EOG vs APA
+156.3%
+17.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.9% |
| 7D | -2.0% | -1.7% | -0.3% | -1.1% |
| 30D | +7.9% | +15.7% | -7.9% | -0.6% |
| 3M | +4.5% | +16.5% | -12.0% | -4.2% |
| 6M | +12.3% | +35.1% | -22.8% | -5.9% |
| YTD | +41.9% | +82.2% | -40.3% | +0.5% |
| 1Y | +27.8% | +102.5% | -74.6% | -15.9% |
| 3Y | +21.8% | +10.3% | +11.5% | +8.9% |
| 5Y | +174.0% | +166.1% | +7.9% | +45.8% |
| All | +174.0% | +156.3% | +17.7% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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