+29.5%
EOG vs RACE
+28.1%
+1.4%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.5% |
| 7D | -11.1% | +5.1% | -16.2% | -11.0% |
| 30D | +2.7% | +7.7% | -5.0% | +2.9% |
| 3M | +8.8% | +2.2% | +6.6% | +8.9% |
| 6M | +10.8% | +23.8% | -13.0% | +10.6% |
| YTD | +44.6% | +13.9% | +30.7% | +45.0% |
| 1Y | +44.6% | +3.8% | +40.8% | +46.5% |
| 3Y | +29.5% | +28.0% | +1.5% | +26.3% |
| All | +29.5% | +28.1% | +1.4% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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