+178.1%
EOG vs PEG
+35.4%
+142.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +1.0% | -0.9% | +1.9% | +1.3% |
| 30D | +2.8% | -2.8% | +5.6% | +3.6% |
| 3M | +5.9% | -6.9% | +12.8% | +8.0% |
| 6M | +17.1% | -11.4% | +28.5% | +20.8% |
| YTD | +43.9% | -7.4% | +51.3% | +46.3% |
| 1Y | +26.9% | -8.3% | +35.1% | +29.1% |
| 3Y | +23.6% | +31.5% | -8.0% | +9.5% |
| 5Y | +178.1% | +38.0% | +140.2% | +154.8% |
| All | +178.1% | +35.4% | +142.7% | +154.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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