+178.1%
EOG vs QID
-80.2%
+258.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | +0.6% |
| 7D | +1.0% | +2.7% | -1.7% | +1.4% |
| 30D | +2.8% | +3.3% | -0.5% | +3.3% |
| 3M | +5.9% | -5.5% | +11.4% | +5.1% |
| 6M | +17.1% | -28.4% | +45.5% | +11.4% |
| YTD | +43.9% | -26.6% | +70.5% | +37.6% |
| 1Y | +26.9% | -34.1% | +61.0% | +19.3% |
| 3Y | +23.6% | -73.7% | +97.2% | +1.9% |
| 5Y | +178.1% | -80.7% | +258.8% | +129.7% |
| All | +178.1% | -80.2% | +258.3% | +129.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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