+176.4%
EOG vs CG
+5.5%
+170.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.0% | +5.1% | +1.9% |
| 7D | -1.3% | -6.4% | +5.1% | -0.1% |
| 30D | +3.4% | -7.1% | +10.4% | +4.6% |
| 3M | +7.8% | -1.6% | +9.4% | +7.5% |
| 6M | +13.4% | -8.3% | +21.7% | +14.0% |
| YTD | +43.5% | -23.8% | +67.3% | +49.5% |
| 1Y | +29.7% | -28.7% | +58.4% | +36.8% |
| 3Y | +23.2% | +49.2% | -26.0% | +5.2% |
| 5Y | +176.4% | +5.5% | +170.9% | +141.8% |
| All | +176.4% | +5.5% | +170.9% | +141.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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