+178.1%
EOG vs WY
-22.3%
+200.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | +1.1% |
| 7D | +1.0% | -3.7% | +4.7% | +2.2% |
| 30D | +2.8% | -11.3% | +14.1% | +6.6% |
| 3M | +5.9% | -8.1% | +14.0% | +8.1% |
| 6M | +17.1% | -7.4% | +24.5% | +18.4% |
| YTD | +43.9% | -4.7% | +48.6% | +43.4% |
| 1Y | +26.9% | -9.2% | +36.1% | +28.6% |
| 3Y | +23.6% | -24.7% | +48.3% | +31.9% |
| 5Y | +178.1% | -21.6% | +199.7% | +173.7% |
| All | +178.1% | -22.3% | +200.4% | +173.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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