+991.6%
WDC vs EOG
+179.2%
+812.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.8% |
| 7D | +7.5% | -1.3% | +8.8% | +7.8% |
| 30D | +10.1% | +3.4% | +6.7% | +9.2% |
| 3M | -6.8% | +7.8% | -14.7% | -8.9% |
| 6M | +84.1% | +13.4% | +70.8% | +76.1% |
| YTD | +180.3% | +43.5% | +136.8% | +149.3% |
| 1Y | +411.1% | +29.7% | +381.4% | +367.1% |
| 3Y | +1,375.0% | +23.2% | +1,351.8% | +1,251.5% |
| 5Y | +991.6% | +176.4% | +815.2% | +662.5% |
| All | +991.6% | +179.2% | +812.3% | +662.5% |
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