+107.7%
EOG vs USHY
+50.4%
+57.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.5% |
| 7D | -1.3% | -0.1% | -1.2% | -1.1% |
| 30D | +3.4% | 0.0% | +3.4% | +3.4% |
| 3M | +7.8% | +0.8% | +7.0% | +6.0% |
| 6M | +13.4% | +1.9% | +11.4% | +8.8% |
| YTD | +43.5% | +2.3% | +41.2% | +36.8% |
| 1Y | +29.7% | +4.1% | +25.5% | +19.5% |
| 3Y | +23.2% | +27.8% | -4.6% | -21.3% |
| 5Y | +176.4% | +21.5% | +154.9% | +98.3% |
| All | +107.7% | +50.4% | +57.3% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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