+119.1%
EOG vs TAP
-51.4%
+170.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.1% | +1.5% |
| 7D | -1.3% | -5.1% | +3.8% | +0.9% |
| 30D | +3.4% | -8.4% | +11.8% | +7.0% |
| 3M | +7.8% | -3.9% | +11.8% | +8.8% |
| 6M | +13.4% | -14.4% | +27.7% | +19.7% |
| YTD | +43.5% | -14.7% | +58.2% | +51.2% |
| 1Y | +29.7% | -18.7% | +48.3% | +38.9% |
| 3Y | +23.2% | -32.6% | +55.8% | +40.3% |
| 5Y | +176.4% | -1.4% | +177.8% | +144.9% |
| 10Y | +119.1% | -50.4% | +169.5% | +113.0% |
| All | +119.1% | -51.4% | +170.5% | +113.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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