+92.5%
EOG vs WST
-0.1%
+92.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.3% | +1.4% |
| 7D | -11.1% | -3.1% | -8.0% | -10.9% |
| 30D | +2.7% | +9.1% | -6.4% | +2.1% |
| 3M | +8.8% | +14.7% | -5.9% | +7.8% |
| 6M | +10.8% | +28.0% | -17.2% | +8.8% |
| YTD | +44.6% | +45.6% | -1.1% | +40.4% |
| 1Y | +44.6% | +45.7% | -1.1% | +40.3% |
| 3Y | +29.5% | +21.1% | +8.4% | +23.8% |
| All | +92.5% | -0.1% | +92.7% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 5y: compounded portfolio wealth divided by compounded WST 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…
5y analysis · Full analysis span regression · 6 months rolling