+137.1%
EOG vs AR
+57.4%
+79.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | +7.6% | +7.4% | +0.2% | +5.0% |
| 30D | +3.4% | +5.8% | -2.4% | +1.5% |
| 3M | +12.7% | +5.2% | +7.5% | +10.7% |
| 6M | +19.0% | +5.4% | +13.6% | +16.9% |
| YTD | +55.6% | +12.4% | +43.1% | +49.0% |
| 1Y | +49.5% | +12.8% | +36.7% | +42.8% |
| 3Y | +43.2% | +47.2% | -4.0% | +20.0% |
| 5Y | +111.8% | +101.1% | +10.7% | +55.3% |
| All | +137.1% | +57.4% | +79.7% | +72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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