+176.4%
EOG vs SYF
+89.2%
+87.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.8% | +1.5% |
| 7D | -1.3% | -1.3% | 0.0% | -1.0% |
| 30D | +3.4% | -1.1% | +4.4% | +3.5% |
| 3M | +7.8% | +7.4% | +0.4% | +5.1% |
| 6M | +13.4% | +16.2% | -2.9% | +7.4% |
| YTD | +43.5% | -6.1% | +49.6% | +43.7% |
| 1Y | +29.7% | +3.4% | +26.3% | +25.7% |
| 3Y | +23.2% | +162.9% | -139.7% | -14.1% |
| 5Y | +176.4% | +85.6% | +90.8% | +109.2% |
| All | +176.4% | +89.2% | +87.2% | +109.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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