+108.2%
EOG vs EXE
+74.7%
+33.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.4% |
| 7D | +7.4% | +3.6% | +3.9% | +5.5% |
| 30D | +2.3% | -4.3% | +6.6% | +4.6% |
| 3M | +9.5% | -7.7% | +17.1% | +13.9% |
| 6M | +17.7% | -7.2% | +24.9% | +22.0% |
| YTD | +52.9% | -18.5% | +71.4% | +67.9% |
| 1Y | +47.7% | -24.4% | +72.0% | +68.2% |
| 3Y | +41.1% | +21.6% | +19.5% | +19.7% |
| 5Y | +108.2% | +77.3% | +30.9% | +41.0% |
| All | +108.2% | +74.7% | +33.5% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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