+178.1%
EOG vs WCN
+25.5%
+152.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.6% |
| 7D | +1.0% | -4.4% | +5.4% | +2.3% |
| 30D | +2.8% | -4.4% | +7.3% | +4.1% |
| 3M | +5.9% | +0.5% | +5.4% | +5.7% |
| 6M | +17.1% | -3.3% | +20.3% | +17.9% |
| YTD | +43.9% | -8.5% | +52.4% | +47.0% |
| 1Y | +26.9% | -8.9% | +35.8% | +29.6% |
| 3Y | +23.6% | +18.0% | +5.5% | +13.5% |
| 5Y | +178.1% | +25.0% | +153.1% | +154.2% |
| All | +178.1% | +25.5% | +152.7% | +154.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 5y: compounded portfolio wealth divided by compounded WCN 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…
5y analysis · Full analysis span regression · 6 months rolling