+2,143.1%
EOG vs NDAQ
+2,327.9%
-184.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.3% | 0.0% |
| 7D | +1.3% | -2.4% | +3.7% | +2.0% |
| 30D | +8.2% | +2.5% | +5.7% | +7.3% |
| 3M | +3.8% | +9.9% | -6.1% | +0.2% |
| 6M | +15.3% | +9.4% | +5.9% | +11.0% |
| YTD | +41.7% | +0.4% | +41.3% | +39.4% |
| 1Y | +23.6% | +4.0% | +19.5% | +19.9% |
| 3Y | +23.3% | +94.4% | -71.1% | -2.9% |
| 5Y | +170.4% | +56.7% | +113.7% | +125.0% |
| 10Y | +125.5% | +375.3% | -249.8% | +31.4% |
| All | +2,143.1% | +2,327.9% | -184.8% | +876.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling