+21.8%
EOG vs WCC
+137.6%
-115.8%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.4% | -0.2% |
| 7D | -2.0% | +8.5% | -10.5% | -2.9% |
| 30D | +7.9% | -1.0% | +8.9% | +7.9% |
| 3M | +4.5% | +2.1% | +2.4% | +3.8% |
| 6M | +12.3% | +36.8% | -24.5% | +5.8% |
| YTD | +41.9% | +47.7% | -5.9% | +31.4% |
| 1Y | +27.8% | +66.5% | -38.7% | +15.3% |
| 3Y | +21.8% | +134.2% | -112.4% | +1.6% |
| All | +21.8% | +137.6% | -115.8% | +1.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling