+176.4%
EOG vs XME
+183.2%
-6.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.8% | +1.4% |
| 7D | -1.3% | -0.2% | -1.1% | -1.2% |
| 30D | +3.4% | +1.4% | +2.0% | +2.6% |
| 3M | +7.8% | +2.7% | +5.1% | +5.6% |
| 6M | +13.4% | +6.5% | +6.8% | +7.3% |
| YTD | +43.5% | +15.2% | +28.3% | +29.0% |
| 1Y | +29.7% | +43.5% | -13.8% | +1.8% |
| 3Y | +23.2% | +135.9% | -112.7% | -30.3% |
| 5Y | +176.4% | +181.5% | -5.0% | +36.1% |
| All | +176.4% | +183.2% | -6.8% | +36.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling