+399.1%
EOG vs MSCI
+2,756.4%
-2,357.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +1.3% | +0.4% | +0.9% | +1.1% |
| 30D | +8.2% | +0.6% | +7.6% | +7.8% |
| 3M | +3.8% | -7.1% | +10.9% | +5.7% |
| 6M | +15.3% | +0.8% | +14.5% | +13.5% |
| YTD | +41.7% | +1.0% | +40.7% | +38.5% |
| 1Y | +23.6% | +4.3% | +19.2% | +18.6% |
| 3Y | +23.3% | +9.9% | +13.3% | +12.7% |
| 5Y | +170.4% | -6.8% | +177.2% | +151.8% |
| 10Y | +125.5% | +614.7% | -489.1% | -15.8% |
| All | +399.1% | +2,756.4% | -2,357.3% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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