+115.2%
EOG vs DOC
+14.9%
+100.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.2% | -1.4% |
| 7D | -10.7% | +6.2% | -16.9% | -12.5% |
| 30D | +1.1% | +6.5% | -5.4% | -1.2% |
| 3M | +8.7% | -6.2% | +14.9% | +10.5% |
| 6M | +4.4% | +25.6% | -21.2% | -5.4% |
| YTD | +42.4% | +32.1% | +10.3% | +25.8% |
| 1Y | +42.1% | +20.3% | +21.8% | +30.0% |
| 3Y | +25.8% | +42.7% | -16.9% | +5.0% |
| 5Y | +93.3% | -22.2% | +115.5% | +103.9% |
| All | +115.2% | +14.9% | +100.3% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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