+39.0%
EOG vs SBAC
-6.8%
+45.9%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.5% |
| 7D | +4.6% | -2.8% | +7.4% | +4.7% |
| 30D | +2.9% | +3.1% | -0.3% | +2.6% |
| 3M | +8.0% | +5.1% | +2.8% | +7.6% |
| 6M | +17.0% | -11.4% | +28.4% | +17.4% |
| YTD | +51.1% | +0.2% | +50.9% | +50.2% |
| 1Y | +45.1% | -3.9% | +49.0% | +44.4% |
| All | +39.0% | -6.8% | +45.9% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 3y: compounded portfolio wealth divided by compounded SBAC 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…
3y analysis · Full analysis span regression · 6 months rolling