+176.4%
EOG vs BP
+141.6%
+34.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.6% | -0.3% |
| 7D | -1.3% | +4.0% | -5.3% | -4.4% |
| 30D | +3.4% | +7.8% | -4.5% | -2.8% |
| 3M | +7.8% | +8.4% | -0.5% | +0.9% |
| 6M | +13.4% | +15.1% | -1.7% | +0.9% |
| YTD | +43.5% | +36.4% | +7.1% | +10.9% |
| 1Y | +29.7% | +40.9% | -11.2% | -2.8% |
| 3Y | +23.2% | +38.8% | -15.7% | -8.0% |
| 5Y | +176.4% | +141.1% | +35.3% | +12.7% |
| All | +176.4% | +141.6% | +34.8% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 5y: compounded portfolio wealth divided by compounded BP 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…
5y analysis · Full analysis span regression · 6 months rolling