+7,608.4%
EOG vs WEC
+3,978.4%
+3,630.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | +1.3% | -0.3% | +1.5% | +1.4% |
| 30D | +8.2% | -1.3% | +9.5% | +8.5% |
| 3M | +3.8% | -3.9% | +7.7% | +5.1% |
| 6M | +15.3% | -8.3% | +23.6% | +18.5% |
| YTD | +41.7% | +3.1% | +38.6% | +39.7% |
| 1Y | +23.6% | +1.9% | +21.6% | +22.0% |
| 3Y | +23.3% | +41.9% | -18.6% | +6.4% |
| 5Y | +170.4% | +30.8% | +139.6% | +136.9% |
| 10Y | +125.5% | +141.9% | -16.4% | +40.3% |
| All | +7,608.4% | +3,978.4% | +3,630.0% | +1,643.8% |
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