+166.2%
EOG vs BR
+8.0%
+158.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +1.5% | -3.0% | +4.5% | +2.1% |
| 30D | +2.9% | -0.3% | +3.2% | +2.9% |
| 3M | +8.7% | +17.3% | -8.6% | +5.0% |
| 6M | +12.9% | -6.7% | +19.6% | +14.3% |
| YTD | +43.8% | -23.4% | +67.3% | +52.4% |
| 1Y | +27.1% | -32.7% | +59.7% | +39.2% |
| 3Y | +25.9% | -5.9% | +31.8% | +25.1% |
| All | +166.2% | +8.0% | +158.2% | +156.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling