+118.6%
EOG vs RY
+360.9%
-242.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +2.6% |
| 7D | -11.1% | -0.9% | -10.2% | -10.7% |
| 30D | +2.7% | +5.9% | -3.1% | -2.5% |
| 3M | +8.8% | -4.3% | +13.0% | +11.8% |
| 6M | +10.8% | +12.1% | -1.3% | -1.9% |
| YTD | +44.6% | +20.3% | +24.3% | +18.6% |
| 1Y | +44.6% | +41.0% | +3.6% | +2.0% |
| 3Y | +29.5% | +157.5% | -128.0% | -51.3% |
| 5Y | +96.3% | +123.2% | -26.9% | -15.6% |
| All | +118.6% | +360.9% | -242.3% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 10y: compounded portfolio wealth divided by compounded RY 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…
10y analysis · Full analysis span regression · 6 months rolling