+4,090.2%
EOG vs DRI
+8,033.5%
-3,943.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.3% |
| 7D | +7.4% | -0.3% | +7.7% | +7.5% |
| 30D | +2.3% | +10.8% | -8.6% | -0.6% |
| 3M | +9.5% | +0.9% | +8.5% | +8.7% |
| 6M | +17.7% | +16.3% | +1.4% | +12.1% |
| YTD | +52.9% | +27.8% | +25.1% | +41.3% |
| 1Y | +47.7% | +33.9% | +13.8% | +34.5% |
| 3Y | +41.1% | +67.2% | -26.1% | +19.3% |
| 5Y | +108.2% | +79.0% | +29.2% | +70.0% |
| 10Y | +136.3% | +332.2% | -195.9% | +48.5% |
| All | +4,090.2% | +8,033.5% | -3,943.3% | +1,519.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 all: compounded portfolio wealth divided by compounded DRI 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…
all analysis · Full analysis span regression · 6 months rolling