+4,444.4%
EOG vs WCC
+1,713.7%
+2,730.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.4% | -1.6% |
| 7D | +1.3% | +4.5% | -3.2% | 0.0% |
| 30D | +8.2% | -5.8% | +14.0% | +9.7% |
| 3M | +3.8% | -3.7% | +7.5% | +3.5% |
| 6M | +15.3% | +23.1% | -7.7% | +5.9% |
| YTD | +41.7% | +44.2% | -2.4% | +24.0% |
| 1Y | +23.6% | +62.1% | -38.5% | +3.9% |
| 3Y | +23.3% | +121.1% | -97.8% | -10.3% |
| 5Y | +170.4% | +214.0% | -43.5% | +69.6% |
| 10Y | +125.5% | +472.8% | -347.3% | +11.2% |
| All | +4,444.4% | +1,713.7% | +2,730.6% | +1,583.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling