+13.4%
EOG vs SU
+22.5%
-9.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.5% | -0.1% |
| 7D | -1.3% | +1.6% | -2.9% | -2.5% |
| 30D | +3.4% | +10.7% | -7.4% | -4.4% |
| 3M | +7.8% | +13.5% | -5.7% | -1.9% |
| 6M | +13.4% | +21.8% | -8.5% | -4.2% |
| All | +13.4% | +22.5% | -9.1% | -4.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling