+110.4%
EOG vs UAL
+103.3%
+7.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.9% | +0.8% |
| 7D | -2.0% | +3.5% | -5.5% | -2.8% |
| 30D | +7.9% | -16.5% | +24.3% | +12.1% |
| 3M | +4.5% | +2.8% | +1.7% | +2.3% |
| 6M | +12.3% | +17.6% | -5.3% | +4.5% |
| YTD | +41.9% | -3.2% | +45.1% | +37.4% |
| 1Y | +27.8% | +0.4% | +27.4% | +21.6% |
| 3Y | +21.8% | +128.2% | -106.4% | -14.7% |
| 5Y | +174.0% | +137.7% | +36.3% | +75.9% |
| 10Y | +110.4% | +99.1% | +11.2% | +24.4% |
| All | +110.4% | +103.3% | +7.0% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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