+118.9%
EOG vs AZO
+296.8%
-177.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | +1.5% | -3.6% | +5.1% | +2.3% |
| 30D | +2.9% | -5.6% | +8.5% | +4.2% |
| 3M | +8.7% | -6.6% | +15.4% | +10.0% |
| 6M | +12.9% | -22.5% | +35.4% | +18.9% |
| YTD | +43.8% | -15.2% | +59.0% | +47.8% |
| 1Y | +27.1% | -33.9% | +61.0% | +38.6% |
| 3Y | +25.9% | +11.8% | +14.1% | +18.0% |
| 5Y | +177.9% | +85.5% | +92.4% | +121.2% |
| All | +118.9% | +296.8% | -177.9% | +42.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling