+25.9%
EOG vs PBR
+99.7%
-73.8%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.8% | +0.3% |
| 7D | +1.5% | +5.4% | -3.9% | -1.0% |
| 30D | +2.9% | +22.9% | -19.9% | -6.8% |
| 3M | +8.7% | +19.6% | -10.9% | -0.3% |
| 6M | +12.9% | +16.5% | -3.6% | +4.6% |
| YTD | +43.8% | +86.7% | -42.8% | +7.4% |
| 1Y | +27.1% | +74.7% | -47.6% | -2.6% |
| 3Y | +25.9% | +102.6% | -76.7% | -15.0% |
| All | +25.9% | +99.7% | -73.8% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 3y: compounded portfolio wealth divided by compounded PBR 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…
3y analysis · Full analysis span regression · 6 months rolling