+5,760.2%
EOG vs AU
+751.1%
+5,009.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.3% | +4.6% | +1.0% |
| 7D | +1.0% | -7.0% | +8.0% | +2.2% |
| 30D | +2.8% | +7.3% | -4.4% | +1.4% |
| 3M | +5.9% | +33.2% | -27.3% | -0.1% |
| 6M | +17.1% | -0.6% | +17.7% | +14.3% |
| YTD | +43.9% | +26.2% | +17.8% | +33.6% |
| 1Y | +26.9% | +68.3% | -41.4% | +10.8% |
| 3Y | +23.6% | +592.1% | -568.6% | -20.4% |
| 5Y | +178.1% | +685.3% | -507.1% | +70.5% |
| 10Y | +119.8% | +682.5% | -562.7% | +17.2% |
| All | +5,760.2% | +751.1% | +5,009.1% | +2,493.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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