+595.7%
HAL vs EOG
+7,415.7%
-6,819.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | +2.9% | +1.3% | +1.7% | +2.0% |
| 30D | +17.0% | +8.2% | +8.9% | +10.8% |
| 3M | -9.7% | +3.8% | -13.5% | -12.4% |
| 6M | +8.6% | +15.3% | -6.7% | -2.4% |
| YTD | +33.0% | +41.7% | -8.7% | +3.4% |
| 1Y | +68.3% | +23.6% | +44.8% | +43.8% |
| 3Y | +0.1% | +23.3% | -23.2% | -12.9% |
| 5Y | +102.6% | +170.4% | -67.8% | +6.8% |
| 10Y | +3.8% | +125.5% | -121.7% | -35.9% |
| All | +595.7% | +7,415.7% | -6,819.9% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 all: compounded portfolio wealth divided by compounded EOG 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…
all analysis · Full analysis span regression · 6 months rolling