+26.0%
EOG vs APTV
-55.3%
+81.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.7% | -2.3% | +0.1% |
| 7D | +1.0% | -1.8% | +2.8% | +1.2% |
| 30D | +2.8% | -7.9% | +10.8% | +3.5% |
| 3M | +5.9% | -29.9% | +35.8% | +9.1% |
| 6M | +17.1% | -36.6% | +53.6% | +22.3% |
| YTD | +43.9% | -40.0% | +83.9% | +51.2% |
| 1Y | +26.9% | -44.0% | +70.9% | +34.6% |
| All | +26.0% | -55.3% | +81.2% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 3y: compounded portfolio wealth divided by compounded APTV 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…
3y analysis · Full analysis span regression · 6 months rolling