+90.4%
EOG vs DBX
+20.9%
+69.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | 0.0% |
| 7D | +1.0% | -1.8% | +2.8% | +1.4% |
| 30D | +2.8% | +2.8% | 0.0% | +1.9% |
| 3M | +5.9% | +26.8% | -20.9% | -0.4% |
| 6M | +17.1% | +32.8% | -15.7% | +8.0% |
| YTD | +43.9% | +26.1% | +17.8% | +34.2% |
| 1Y | +26.9% | +14.1% | +12.7% | +20.9% |
| 3Y | +23.6% | +25.7% | -2.2% | +11.5% |
| 5Y | +178.1% | +11.2% | +167.0% | +152.6% |
| All | +90.4% | +20.9% | +69.6% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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