+23.6%
EOG vs WEC
+1.8%
+21.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.5% |
| 7D | +1.3% | -0.3% | +1.5% | +1.3% |
| 30D | +8.2% | -1.3% | +9.5% | +8.3% |
| 3M | +3.8% | -3.9% | +7.7% | +4.6% |
| 6M | +15.3% | -8.3% | +23.6% | +16.5% |
| YTD | +41.7% | +3.1% | +38.6% | +42.5% |
| 1Y | +23.6% | +1.9% | +21.6% | +24.5% |
| All | +23.6% | +1.8% | +21.8% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling