+2,222.3%
EOG vs TRI
+507.2%
+1,715.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +2.0% |
| 7D | -1.3% | -8.4% | +7.1% | +2.3% |
| 30D | +3.4% | -6.5% | +9.8% | +5.8% |
| 3M | +7.8% | +18.6% | -10.7% | -3.2% |
| 6M | +13.4% | -10.4% | +23.8% | +14.7% |
| YTD | +43.5% | -23.7% | +67.2% | +54.0% |
| 1Y | +29.7% | -42.5% | +72.1% | +60.5% |
| 3Y | +23.2% | -19.3% | +42.5% | +22.0% |
| 5Y | +176.4% | -9.7% | +186.1% | +149.8% |
| 10Y | +119.1% | +194.4% | -75.3% | -4.9% |
| All | +2,222.3% | +507.2% | +1,715.1% | +520.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 all: compounded portfolio wealth divided by compounded TRI 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…
all analysis · Full analysis span regression · 6 months rolling