+118.9%
EOG vs DKS
+203.5%
-84.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.3% |
| 7D | +1.5% | -3.0% | +4.5% | +2.0% |
| 30D | +2.9% | -33.4% | +36.3% | +9.5% |
| 3M | +8.7% | -39.4% | +48.1% | +17.3% |
| 6M | +12.9% | -30.1% | +43.0% | +17.7% |
| YTD | +43.8% | -31.0% | +74.8% | +50.0% |
| 1Y | +27.1% | -40.2% | +67.2% | +35.9% |
| 3Y | +25.9% | +30.9% | -5.0% | +10.7% |
| 5Y | +177.9% | +14.0% | +163.9% | +139.6% |
| All | +118.9% | +203.5% | -84.6% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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