+118.9%
EOG vs SU
+267.2%
-148.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | +0.1% | 0.0% |
| 7D | +1.5% | +2.2% | -0.7% | -0.2% |
| 30D | +2.9% | +8.4% | -5.5% | -3.4% |
| 3M | +8.7% | +12.1% | -3.4% | -0.6% |
| 6M | +12.9% | +19.7% | -6.8% | -2.2% |
| YTD | +43.8% | +58.4% | -14.6% | +0.3% |
| 1Y | +27.1% | +67.2% | -40.2% | -15.2% |
| 3Y | +25.9% | +125.0% | -99.1% | -34.5% |
| 5Y | +177.9% | +355.1% | -177.1% | -18.1% |
| All | +118.9% | +267.2% | -148.4% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling