+7,608.4%
EOG vs D
+2,347.4%
+5,261.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | +0.2% |
| 7D | +1.3% | +0.4% | +0.8% | +1.1% |
| 30D | +8.2% | -3.6% | +11.7% | +9.9% |
| 3M | +3.8% | -1.0% | +4.8% | +4.2% |
| 6M | +15.3% | +6.3% | +9.0% | +11.1% |
| YTD | +41.7% | +14.7% | +27.0% | +31.6% |
| 1Y | +23.6% | +16.9% | +6.6% | +13.1% |
| 3Y | +23.3% | +56.8% | -33.5% | -5.9% |
| 5Y | +170.4% | +5.2% | +165.2% | +148.7% |
| 10Y | +125.5% | +35.9% | +89.7% | +66.9% |
| All | +7,608.4% | +2,347.4% | +5,261.0% | +1,820.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling