+25.9%
EOG vs DE
+74.6%
-48.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | 0.0% |
| 7D | +1.5% | -2.6% | +4.1% | +2.1% |
| 30D | +2.9% | +9.0% | -6.1% | +1.0% |
| 3M | +8.7% | +19.1% | -10.4% | +3.8% |
| 6M | +12.9% | +14.4% | -1.5% | +8.5% |
| YTD | +43.8% | +45.9% | -2.1% | +27.2% |
| 1Y | +27.1% | +43.6% | -16.5% | +12.7% |
| 3Y | +25.9% | +75.9% | -50.0% | +6.3% |
| All | +25.9% | +74.6% | -48.7% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 3y: compounded portfolio wealth divided by compounded DE 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…
3y analysis · Full analysis span regression · 6 months rolling