+127.0%
EOG vs RY
+354.4%
-227.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.6% | +2.4% | +2.5% |
| 7D | -2.4% | -0.6% | -1.8% | -2.1% |
| 30D | +2.9% | +6.1% | -3.2% | -2.5% |
| 3M | +7.2% | -3.4% | +10.6% | +9.4% |
| 6M | +18.2% | +12.8% | +5.4% | +4.1% |
| YTD | +48.9% | +21.0% | +27.9% | +21.5% |
| 1Y | +46.7% | +40.5% | +6.2% | +4.0% |
| 3Y | +37.4% | +159.9% | -122.5% | -48.8% |
| 5Y | +103.9% | +125.0% | -21.1% | -13.0% |
| 10Y | +127.0% | +350.6% | -223.6% | -28.5% |
| All | +127.0% | +354.4% | -227.3% | -28.5% |
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