+7,608.4%
EOG vs KEY
+1,050.5%
+6,557.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | +1.3% | +2.2% | -0.9% | +0.6% |
| 30D | +8.2% | -3.0% | +11.2% | +9.0% |
| 3M | +3.8% | +3.3% | +0.5% | +2.5% |
| 6M | +15.3% | +9.2% | +6.1% | +11.5% |
| YTD | +41.7% | +10.6% | +31.1% | +36.0% |
| 1Y | +23.6% | +20.4% | +3.2% | +15.4% |
| 3Y | +23.3% | +121.8% | -98.6% | -6.7% |
| 5Y | +170.4% | +41.1% | +129.3% | +124.2% |
| 10Y | +125.5% | +168.5% | -43.0% | +56.2% |
| All | +7,608.4% | +1,050.5% | +6,557.9% | +3,979.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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