+137.1%
EOG vs XME
+260.6%
-123.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +2.6% |
| 7D | +7.6% | +0.3% | +7.3% | +7.2% |
| 30D | +3.4% | -6.1% | +9.5% | +6.5% |
| 3M | +12.7% | -18.6% | +31.3% | +25.0% |
| 6M | +19.0% | -23.9% | +42.9% | +33.8% |
| YTD | +55.6% | -9.3% | +64.9% | +51.4% |
| 1Y | +49.5% | +1.8% | +47.8% | +33.9% |
| 3Y | +43.2% | +93.0% | -49.8% | -23.6% |
| 5Y | +111.8% | +107.0% | +4.9% | +2.0% |
| All | +137.1% | +260.6% | -123.5% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 10y: compounded portfolio wealth divided by compounded XME 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…
10y analysis · Full analysis span regression · 6 months rolling