+368.8%
ORCL vs EOG
+115.2%
+253.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.7% | -0.7% |
| 7D | +10.9% | -1.3% | +12.2% | +11.1% |
| 30D | +7.0% | +3.4% | +3.6% | +6.3% |
| 3M | -21.2% | +7.8% | -29.0% | -22.6% |
| 6M | +7.4% | +13.4% | -6.0% | +4.2% |
| YTD | -16.3% | +43.5% | -59.8% | -22.3% |
| 1Y | -32.3% | +29.7% | -62.0% | -36.0% |
| 3Y | +32.6% | +23.2% | +9.4% | +25.4% |
| 5Y | +93.1% | +176.4% | -83.3% | +54.1% |
| 10Y | +368.8% | +119.1% | +249.7% | +260.9% |
| All | +368.8% | +115.2% | +253.6% | +260.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling