+171.7%
EOG vs RY
+140.8%
+30.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.2% |
| 7D | +1.3% | +3.1% | -1.8% | -0.3% |
| 30D | +8.2% | -0.3% | +8.5% | +8.2% |
| 3M | +3.8% | +8.7% | -4.8% | -1.4% |
| 6M | +15.3% | +28.5% | -13.2% | -1.1% |
| YTD | +41.7% | +25.1% | +16.6% | +23.2% |
| 1Y | +23.6% | +46.3% | -22.7% | -3.2% |
| 3Y | +23.3% | +154.9% | -131.7% | -37.5% |
| All | +171.7% | +140.8% | +30.9% | +37.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling