+178.1%
EOG vs FND
-62.8%
+240.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.4% |
| 7D | +1.0% | -5.1% | +6.1% | +1.3% |
| 30D | +2.8% | -22.5% | +25.4% | +4.1% |
| 3M | +5.9% | -5.0% | +10.9% | +5.5% |
| 6M | +17.1% | -21.5% | +38.6% | +18.3% |
| YTD | +43.9% | -23.0% | +66.9% | +45.2% |
| 1Y | +26.9% | -44.9% | +71.8% | +32.5% |
| 3Y | +23.6% | -50.0% | +73.5% | +27.2% |
| 5Y | +178.1% | -63.3% | +241.5% | +182.1% |
| All | +178.1% | -62.8% | +240.9% | +182.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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