+26.9%
EOG vs IT
-30.3%
+57.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.3% |
| 7D | +1.0% | -12.7% | +13.7% | +1.4% |
| 30D | +2.8% | -8.9% | +11.7% | +3.1% |
| 3M | +5.9% | +10.1% | -4.2% | +5.1% |
| 6M | +17.1% | +7.3% | +9.8% | +16.0% |
| YTD | +43.9% | -32.4% | +76.3% | +41.5% |
| 1Y | +26.9% | -26.6% | +53.5% | +23.8% |
| All | +26.9% | -30.3% | +57.2% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 1y: compounded portfolio wealth divided by compounded IT 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…
1y analysis · Full analysis span regression · 6 months rolling