+118.9%
EOG vs BR
+189.7%
-70.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +1.5% | -3.0% | +4.5% | +2.7% |
| 30D | +2.9% | -0.3% | +3.2% | +2.9% |
| 3M | +8.7% | +17.3% | -8.6% | +1.5% |
| 6M | +12.9% | -6.7% | +19.6% | +14.9% |
| YTD | +43.8% | -23.4% | +67.3% | +58.1% |
| 1Y | +27.1% | -32.7% | +59.7% | +47.6% |
| 3Y | +25.9% | -5.9% | +31.8% | +23.4% |
| 5Y | +177.9% | +8.4% | +169.5% | +148.1% |
| All | +118.9% | +189.7% | -70.8% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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