+44.2%
EOG vs AZO
-7.5%
+51.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.9% | -9.2% | -5.1% |
| 7D | -8.6% | +5.3% | -14.0% | -8.4% |
| 30D | +2.8% | +18.4% | -15.7% | +3.1% |
| 3M | +3.2% | +9.8% | -6.7% | +3.3% |
| 6M | +5.3% | -4.5% | +9.8% | +5.8% |
| YTD | +44.5% | -1.9% | +46.4% | +46.9% |
| 1Y | +44.2% | -9.5% | +53.7% | +49.2% |
| All | +44.2% | -7.5% | +51.6% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling