+7,785.1%
EOG vs RIO
+6,041.4%
+1,743.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | -2.0% | +1.9% | -3.9% | -2.8% |
| 30D | +7.9% | +5.0% | +2.9% | +5.7% |
| 3M | +4.5% | +5.1% | -0.6% | +1.5% |
| 6M | +12.3% | +17.6% | -5.3% | +2.8% |
| YTD | +41.9% | +36.3% | +5.6% | +21.5% |
| 1Y | +27.8% | +71.2% | -43.3% | -0.8% |
| 3Y | +21.8% | +102.7% | -80.9% | -13.8% |
| 5Y | +174.0% | +99.6% | +74.4% | +92.6% |
| 10Y | +110.4% | +603.1% | -492.7% | -10.3% |
| All | +7,785.1% | +6,041.4% | +1,743.7% | +2,198.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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