+379.8%
EOG vs URA
-51.6%
+431.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.4% | -2.8% | -0.1% |
| 7D | -11.1% | -4.1% | -7.0% | -9.8% |
| 30D | +2.7% | -19.0% | +21.7% | +10.4% |
| 3M | +8.8% | -25.1% | +33.9% | +19.2% |
| 6M | +10.8% | -44.5% | +55.3% | +33.7% |
| YTD | +44.6% | -24.3% | +68.9% | +47.9% |
| 1Y | +44.6% | -28.1% | +72.7% | +49.8% |
| 3Y | +29.5% | +40.7% | -11.2% | -10.3% |
| 5Y | +96.3% | +35.5% | +60.8% | +31.6% |
| 10Y | +122.4% | +281.2% | -158.7% | -20.2% |
| All | +379.8% | -51.6% | +431.4% | +257.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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