+26.9%
EOG vs WEC
+0.7%
+26.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.3% |
| 7D | +1.0% | -1.3% | +2.3% | +1.1% |
| 30D | +2.8% | -0.4% | +3.2% | +2.8% |
| 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% | +45.4% |
| 1Y | +26.9% | -0.4% | +27.3% | +28.3% |
| All | +26.9% | +0.7% | +26.2% | +28.3% |
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