+115.6%
EOG vs SPXU
-83.3%
+198.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.9% |
| 7D | +7.6% | -7.6% | +15.2% | +6.2% |
| 30D | +3.4% | +5.3% | -2.0% | +4.5% |
| 3M | +12.7% | +9.6% | +3.1% | +14.9% |
| 6M | +19.0% | -4.5% | +23.5% | +18.2% |
| YTD | +55.6% | -25.9% | +81.4% | +47.2% |
| 1Y | +49.5% | -28.9% | +78.4% | +40.3% |
| 3Y | +43.2% | -80.5% | +123.6% | +5.1% |
| All | +115.6% | -83.3% | +198.8% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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