+589.2%
EOG vs BUD
+217.8%
+371.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.2% |
| 7D | +7.6% | +1.0% | +6.6% | +7.1% |
| 30D | +3.4% | +6.7% | -3.3% | -0.4% |
| 3M | +12.7% | +5.7% | +7.0% | +8.8% |
| 6M | +19.0% | +5.8% | +13.2% | +14.3% |
| YTD | +55.6% | +34.4% | +21.2% | +30.6% |
| 1Y | +49.5% | +33.3% | +16.3% | +25.9% |
| 3Y | +43.2% | +48.8% | -5.7% | +9.3% |
| 5Y | +111.8% | +52.5% | +59.3% | +52.2% |
| 10Y | +140.4% | -4.0% | +144.4% | +107.6% |
| All | +589.2% | +217.8% | +371.4% | +161.4% |
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