+49.5%
EOG vs XME
-2.0%
+51.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +1.6% |
| 7D | +7.6% | +0.3% | +7.3% | +7.6% |
| 30D | +3.4% | -6.1% | +9.5% | +2.6% |
| 3M | +12.7% | -18.6% | +31.3% | +10.0% |
| 6M | +19.0% | -23.9% | +42.9% | +17.4% |
| YTD | +55.6% | -9.3% | +64.9% | +52.3% |
| 1Y | +49.5% | +1.8% | +47.8% | +44.4% |
| All | +49.5% | -2.0% | +51.6% | +44.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling