+409.2%
EOG vs MSCI
+3,095.4%
-2,686.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.8% | +2.3% |
| 7D | -11.1% | +2.8% | -13.9% | -12.2% |
| 30D | +2.7% | +15.4% | -12.7% | -2.8% |
| 3M | +8.8% | +13.4% | -4.7% | +3.4% |
| 6M | +10.8% | +10.9% | -0.1% | +5.2% |
| YTD | +44.6% | +13.0% | +31.6% | +35.1% |
| 1Y | +44.6% | +12.0% | +32.6% | +35.5% |
| 3Y | +29.5% | +34.1% | -4.6% | +9.8% |
| 5Y | +96.3% | +3.9% | +92.4% | +76.1% |
| 10Y | +122.4% | +802.0% | -679.6% | -24.4% |
| All | +409.2% | +3,095.4% | -2,686.2% | -9.2% |
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