+527.8%
EOG vs BUD
+201.1%
+326.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +1.3% | +0.3% | +1.0% | +1.1% |
| 30D | +8.2% | -5.7% | +13.8% | +11.1% |
| 3M | +3.8% | +3.1% | +0.7% | +1.7% |
| 6M | +15.3% | +7.9% | +7.4% | +9.2% |
| YTD | +41.7% | +27.3% | +14.4% | +22.9% |
| 1Y | +23.6% | +37.8% | -14.3% | +2.5% |
| 3Y | +23.3% | +49.8% | -26.6% | -6.4% |
| 5Y | +170.4% | +43.8% | +126.6% | +100.6% |
| 10Y | +125.5% | -22.6% | +148.2% | +121.8% |
| All | +527.8% | +201.1% | +326.7% | +146.2% |
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