+7,608.4%
EOG vs BHP
+7,909.4%
-301.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +1.3% | -2.9% | +4.2% | +2.7% |
| 30D | +8.2% | +3.4% | +4.8% | +6.2% |
| 3M | +3.8% | +4.1% | -0.2% | +0.2% |
| 6M | +15.3% | +20.6% | -5.3% | +1.6% |
| YTD | +41.7% | +56.1% | -14.4% | +9.3% |
| 1Y | +23.6% | +69.6% | -46.0% | -9.0% |
| 3Y | +23.3% | +78.8% | -55.5% | -14.3% |
| 5Y | +170.4% | +113.1% | +57.4% | +68.4% |
| 10Y | +125.5% | +505.9% | -380.4% | -12.0% |
| All | +7,608.4% | +7,909.4% | -301.0% | +1,641.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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