+119.2%
ORLY vs EOG
+169.9%
-50.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -2.4% | +1.5% | -3.8% | -2.4% |
| 30D | -6.8% | +2.9% | -9.7% | -6.9% |
| 3M | -4.8% | +8.7% | -13.5% | -5.3% |
| 6M | -9.1% | +12.9% | -22.0% | -9.9% |
| YTD | -5.9% | +43.8% | -49.7% | -8.2% |
| 1Y | -20.4% | +27.1% | -47.5% | -21.8% |
| 3Y | +36.6% | +25.9% | +10.7% | +33.6% |
| All | +119.2% | +169.9% | -50.7% | +96.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling