+8,362.0%
EOG vs BEN
+5,152.6%
+3,209.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.6% |
| 7D | +7.6% | +6.8% | +0.8% | +5.2% |
| 30D | +3.4% | +18.0% | -14.6% | -2.6% |
| 3M | +12.7% | +7.5% | +5.2% | +9.4% |
| 6M | +19.0% | +14.7% | +4.3% | +12.2% |
| YTD | +55.6% | +56.1% | -0.5% | +30.7% |
| 1Y | +49.5% | +69.6% | -20.0% | +22.1% |
| 3Y | +43.2% | +87.7% | -44.5% | +9.5% |
| 5Y | +111.8% | +28.6% | +83.2% | +79.9% |
| 10Y | +140.4% | +59.8% | +80.6% | +85.0% |
| All | +8,362.0% | +5,152.6% | +3,209.4% | +4,268.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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