+1,646.5%
QLD vs EOG
+110.9%
+1,535.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | +3.0% | -2.0% | +5.0% | +3.7% |
| 30D | -1.8% | +7.9% | -9.7% | -4.5% |
| 3M | -1.8% | +4.5% | -6.3% | -4.4% |
| 6M | +36.9% | +12.3% | +24.6% | +28.5% |
| YTD | +28.7% | +41.9% | -13.2% | +10.3% |
| 1Y | +41.9% | +27.8% | +14.0% | +26.0% |
| 3Y | +184.2% | +21.8% | +162.4% | +153.7% |
| 5Y | +122.1% | +174.0% | -51.9% | +41.0% |
| 10Y | +1,646.5% | +110.4% | +1,536.1% | +1,021.9% |
| All | +1,646.5% | +110.9% | +1,535.6% | +1,021.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling