+176.4%
EOG vs EXEL
+194.6%
-18.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +1.1% |
| 7D | -1.3% | -0.3% | -1.0% | -1.3% |
| 30D | +3.4% | +10.1% | -6.8% | +2.6% |
| 3M | +7.8% | +10.1% | -2.2% | +6.8% |
| 6M | +13.4% | +37.7% | -24.3% | +9.8% |
| YTD | +43.5% | +33.1% | +10.4% | +39.2% |
| 1Y | +29.7% | +52.4% | -22.7% | +23.5% |
| 3Y | +23.2% | +163.8% | -140.6% | +5.4% |
| 5Y | +176.4% | +198.5% | -22.1% | +127.8% |
| All | +176.4% | +194.6% | -18.2% | +127.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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