+7,608.4%
EOG vs BAX
+900.4%
+6,707.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.8% |
| 7D | +1.3% | -1.1% | +2.4% | +1.6% |
| 30D | +8.2% | -5.5% | +13.6% | +9.6% |
| 3M | +3.8% | +33.5% | -29.7% | -4.3% |
| 6M | +15.3% | +35.9% | -20.5% | +4.8% |
| YTD | +41.7% | +35.4% | +6.4% | +27.8% |
| 1Y | +23.6% | +9.8% | +13.8% | +17.0% |
| 3Y | +23.3% | -32.7% | +56.0% | +29.3% |
| 5Y | +170.4% | -65.6% | +236.0% | +236.1% |
| 10Y | +125.5% | -34.9% | +160.4% | +135.1% |
| All | +7,608.4% | +900.4% | +6,707.9% | +4,577.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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