+178.1%
EOG vs XHB
+30.4%
+147.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +0.7% |
| 7D | +1.0% | -5.2% | +6.3% | +1.9% |
| 30D | +2.8% | -12.1% | +15.0% | +4.9% |
| 3M | +5.9% | -6.2% | +12.1% | +6.3% |
| 6M | +17.1% | -6.7% | +23.8% | +17.0% |
| YTD | +43.9% | -5.5% | +49.4% | +43.0% |
| 1Y | +26.9% | -15.6% | +42.5% | +29.8% |
| 3Y | +23.6% | +22.0% | +1.6% | +12.4% |
| 5Y | +178.1% | +31.8% | +146.3% | +145.8% |
| All | +178.1% | +30.4% | +147.7% | +145.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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