+27.8%
EOG vs ROIV
+221.6%
-193.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +18.8% | -18.6% | +1.5% |
| 7D | -2.0% | +20.2% | -22.2% | -0.6% |
| 30D | +7.9% | +14.1% | -6.3% | +9.1% |
| 3M | +4.5% | +45.6% | -41.1% | +7.6% |
| 6M | +12.3% | +44.1% | -31.8% | +16.1% |
| YTD | +41.9% | +91.2% | -49.3% | +46.5% |
| 1Y | +27.8% | +221.3% | -193.5% | +24.6% |
| All | +27.8% | +221.6% | -193.7% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling