+44.2%
EOG vs XRT
+18.0%
+26.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +5.5% | -10.8% | -3.1% |
| 7D | -8.6% | +8.0% | -16.7% | -5.8% |
| 30D | +2.8% | +13.0% | -10.3% | +7.6% |
| 3M | +3.2% | +1.7% | +1.5% | +4.4% |
| 6M | +5.3% | +12.6% | -7.2% | +10.4% |
| YTD | +44.5% | +10.7% | +33.8% | +52.7% |
| 1Y | +44.2% | +18.4% | +25.8% | +51.1% |
| All | +44.2% | +18.0% | +26.2% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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