+26.0%
EOG vs SONY
+40.0%
-14.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | +1.0% | -5.8% | +6.8% | +1.7% |
| 30D | +2.8% | -0.4% | +3.2% | +2.8% |
| 3M | +5.9% | +13.3% | -7.4% | +4.1% |
| 6M | +17.1% | +8.5% | +8.6% | +15.7% |
| YTD | +43.9% | -8.1% | +52.0% | +46.4% |
| 1Y | +26.9% | -17.9% | +44.8% | +31.6% |
| All | +26.0% | +40.0% | -14.0% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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