+118.9%
EOG vs SYY
+116.5%
+2.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.6% |
| 7D | +1.5% | +3.9% | -2.5% | -0.3% |
| 30D | +2.9% | -1.7% | +4.7% | +3.8% |
| 3M | +8.7% | +5.2% | +3.6% | +6.0% |
| 6M | +12.9% | -0.2% | +13.1% | +11.2% |
| YTD | +43.8% | +15.4% | +28.5% | +31.3% |
| 1Y | +27.1% | +5.6% | +21.5% | +20.8% |
| 3Y | +25.9% | +28.9% | -3.0% | +5.9% |
| 5Y | +177.9% | +24.1% | +153.9% | +132.0% |
| All | +118.9% | +116.5% | +2.4% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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