+137.1%
EOG vs WCC
+431.3%
-294.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.3% |
| 7D | +7.6% | +9.9% | -2.3% | +4.2% |
| 30D | +3.4% | -8.4% | +11.8% | +5.5% |
| 3M | +12.7% | -10.3% | +23.0% | +15.0% |
| 6M | +19.0% | -10.5% | +29.5% | +19.5% |
| YTD | +55.6% | +32.2% | +23.4% | +33.1% |
| 1Y | +49.5% | +25.5% | +24.0% | +30.1% |
| 3Y | +43.2% | +134.7% | -91.5% | -10.4% |
| 5Y | +111.8% | +139.9% | -28.1% | +19.8% |
| All | +137.1% | +431.3% | -294.2% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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