+7,763.9%
EOG vs HST
+1,511.7%
+6,252.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.6% |
| 7D | -11.1% | -2.7% | -8.4% | -10.5% |
| 30D | +2.7% | +10.7% | -8.0% | -0.5% |
| 3M | +8.8% | +6.3% | +2.5% | +6.5% |
| 6M | +10.8% | +19.0% | -8.2% | +4.4% |
| YTD | +44.6% | +47.0% | -2.5% | +27.1% |
| 1Y | +44.6% | +53.4% | -8.9% | +25.3% |
| 3Y | +29.5% | +78.0% | -48.5% | +6.2% |
| 5Y | +96.3% | +71.7% | +24.6% | +59.6% |
| 10Y | +122.4% | +146.2% | -23.8% | +61.6% |
| All | +7,763.9% | +1,511.7% | +6,252.2% | +3,776.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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