+119.0%
EOG vs WEC
+146.6%
-27.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.4% |
| 7D | +1.0% | -1.3% | +2.3% | +1.2% |
| 30D | +2.8% | -0.4% | +3.2% | +2.9% |
| 3M | +5.9% | -6.8% | +12.7% | +6.8% |
| 6M | +17.1% | -6.4% | +23.5% | +17.9% |
| YTD | +43.9% | +2.5% | +41.4% | +43.3% |
| 1Y | +26.9% | -0.4% | +27.3% | +26.7% |
| 3Y | +23.6% | +38.5% | -15.0% | +17.7% |
| 5Y | +178.1% | +31.7% | +146.4% | +166.3% |
| All | +119.0% | +146.6% | -27.6% | +121.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling