+110.4%
EOG vs D
+35.9%
+74.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | -2.0% | +0.8% | -2.8% | -2.2% |
| 30D | +7.9% | -0.7% | +8.6% | +8.1% |
| 3M | +4.5% | +2.1% | +2.4% | +3.9% |
| 6M | +12.3% | +6.8% | +5.5% | +10.0% |
| YTD | +41.9% | +16.5% | +25.3% | +35.9% |
| 1Y | +27.8% | +19.2% | +8.7% | +21.5% |
| 3Y | +21.8% | +61.9% | -40.1% | +4.6% |
| 5Y | +174.0% | +6.5% | +167.5% | +164.6% |
| 10Y | +110.4% | +35.3% | +75.1% | +103.3% |
| All | +110.4% | +35.9% | +74.5% | +103.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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