+559.5%
EOG vs BUD
+222.5%
+337.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +0.9% | +1.5% |
| 7D | -2.4% | +6.0% | -8.4% | -5.2% |
| 30D | +2.9% | +11.3% | -8.3% | -2.7% |
| 3M | +7.2% | +3.6% | +3.7% | +4.6% |
| 6M | +18.2% | +7.7% | +10.5% | +12.5% |
| YTD | +48.9% | +36.4% | +12.5% | +24.1% |
| 1Y | +46.7% | +37.8% | +8.8% | +21.5% |
| 3Y | +37.4% | +51.2% | -13.8% | +4.1% |
| 5Y | +103.9% | +53.4% | +50.5% | +46.3% |
| 10Y | +127.0% | -3.2% | +130.2% | +95.5% |
| All | +559.5% | +222.5% | +337.1% | +148.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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