+3,973.9%
EOG vs KMX
+450.6%
+3,523.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.3% | +4.4% | +0.9% |
| 7D | -2.0% | -0.7% | -1.3% | -1.9% |
| 30D | +7.9% | +4.1% | +3.8% | +7.0% |
| 3M | +4.5% | +27.5% | -23.0% | -0.7% |
| 6M | +12.3% | +43.6% | -31.3% | +3.6% |
| YTD | +41.9% | +56.8% | -14.9% | +28.2% |
| 1Y | +27.8% | -1.3% | +29.2% | +24.0% |
| 3Y | +21.8% | -25.4% | +47.2% | +22.1% |
| 5Y | +174.0% | -53.9% | +227.9% | +189.6% |
| 10Y | +110.4% | +0.7% | +109.7% | +90.1% |
| All | +3,973.9% | +450.6% | +3,523.2% | +2,127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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