+7,617.4%
EOG vs SONY
+516.6%
+7,100.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.2% | +4.3% | +1.2% |
| 7D | -2.0% | -5.2% | +3.1% | -0.6% |
| 30D | +7.9% | +0.3% | +7.6% | +7.7% |
| 3M | +4.5% | +6.2% | -1.7% | +2.3% |
| 6M | +12.3% | +9.5% | +2.8% | +8.5% |
| YTD | +41.9% | -8.1% | +50.0% | +43.5% |
| 1Y | +27.8% | -17.9% | +45.8% | +33.0% |
| 3Y | +21.8% | +41.5% | -19.7% | +6.7% |
| 5Y | +174.0% | +11.8% | +162.2% | +152.2% |
| 10Y | +110.4% | +275.4% | -165.1% | +38.5% |
| All | +7,617.4% | +516.6% | +7,100.8% | +4,001.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling