+120.5%
EOG vs CSGP
+72.5%
+47.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | +0.4% |
| 7D | -6.0% | -1.8% | -4.2% | -5.7% |
| 30D | +0.9% | +5.3% | -4.4% | -1.0% |
| 3M | +10.9% | +3.3% | +7.6% | +8.8% |
| 6M | +15.8% | -4.7% | +20.4% | +15.1% |
| YTD | +45.8% | -53.5% | +99.4% | +69.3% |
| 1Y | +45.3% | -53.7% | +99.0% | +68.7% |
| 3Y | +36.2% | -59.7% | +95.9% | +60.5% |
| 5Y | +94.0% | -62.5% | +156.4% | +128.4% |
| 10Y | +120.5% | +67.3% | +53.2% | +101.2% |
| All | +120.5% | +72.5% | +47.9% | +101.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 10y: compounded portfolio wealth divided by compounded CSGP 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…
10y analysis · Full analysis span regression · 6 months rolling