+174.0%
EOG vs NDAQ
+55.5%
+118.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.5% |
| 7D | -2.0% | -2.6% | +0.5% | -1.5% |
| 30D | +7.9% | +0.5% | +7.4% | +7.7% |
| 3M | +4.5% | +9.9% | -5.4% | +1.7% |
| 6M | +12.3% | +8.2% | +4.1% | +9.5% |
| YTD | +41.9% | -1.5% | +43.4% | +41.5% |
| 1Y | +27.8% | +1.3% | +26.5% | +26.2% |
| 3Y | +21.8% | +92.6% | -70.8% | -3.4% |
| 5Y | +174.0% | +53.8% | +120.2% | +127.8% |
| All | +174.0% | +55.5% | +118.5% | +127.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 5y: compounded portfolio wealth divided by compounded NDAQ 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…
5y analysis · Full analysis span regression · 6 months rolling