+166.2%
EOG vs DKS
+14.7%
+151.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.4% | -0.3% |
| 7D | +1.5% | -2.0% | +3.5% | +1.7% |
| 30D | +2.9% | -32.7% | +35.7% | +6.2% |
| 3M | +8.7% | -38.8% | +47.5% | +13.1% |
| 6M | +12.9% | -29.4% | +42.3% | +15.1% |
| YTD | +43.8% | -30.3% | +74.1% | +46.7% |
| 1Y | +27.1% | -39.6% | +66.7% | +31.6% |
| 3Y | +25.9% | +32.2% | -6.3% | +18.5% |
| All | +166.2% | +14.7% | +151.5% | +154.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling