+8,362.0%
EOG vs WEC
+4,427.3%
+3,934.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +7.6% | +1.5% | +6.1% | +7.0% |
| 30D | +3.4% | +10.2% | -6.8% | -0.3% |
| 3M | +12.7% | +7.6% | +5.1% | +9.6% |
| 6M | +19.0% | +6.6% | +12.4% | +15.8% |
| YTD | +55.6% | +14.4% | +41.2% | +47.4% |
| 1Y | +49.5% | +8.8% | +40.7% | +44.2% |
| 3Y | +43.2% | +63.3% | -20.2% | +17.5% |
| 5Y | +111.8% | +56.0% | +55.9% | +74.1% |
| 10Y | +140.4% | +193.5% | -53.1% | +38.1% |
| All | +8,362.0% | +4,427.3% | +3,934.7% | +1,741.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling