+174.0%
EOG vs SPY
+81.8%
+92.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.4% |
| 7D | -2.0% | +0.5% | -2.6% | -2.3% |
| 30D | +7.9% | -0.9% | +8.8% | +8.4% |
| 3M | +4.5% | +3.9% | +0.6% | +1.7% |
| 6M | +12.3% | +14.5% | -2.2% | +2.2% |
| YTD | +41.9% | +12.9% | +29.0% | +30.2% |
| 1Y | +27.8% | +19.4% | +8.5% | +12.6% |
| 3Y | +21.8% | +78.5% | -56.7% | -20.2% |
| 5Y | +174.0% | +81.8% | +92.3% | +77.7% |
| All | +174.0% | +81.8% | +92.2% | +77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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