+166.2%
EOG vs TROW
-39.3%
+205.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.2% |
| 7D | +1.5% | -3.2% | +4.7% | +2.3% |
| 30D | +2.9% | -4.6% | +7.6% | +4.1% |
| 3M | +8.7% | -0.7% | +9.4% | +8.2% |
| 6M | +12.9% | +22.2% | -9.3% | +5.8% |
| YTD | +43.8% | +6.6% | +37.2% | +39.5% |
| 1Y | +27.1% | +5.8% | +21.2% | +23.3% |
| 3Y | +25.9% | +11.6% | +14.3% | +17.8% |
| All | +166.2% | -39.3% | +205.6% | +223.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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