+46.6%
XLE vs EOG
+47.9%
-1.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +0.7% |
| 7D | +4.4% | +7.4% | -3.0% | -0.5% |
| 30D | -4.3% | +2.3% | -6.6% | -5.6% |
| 3M | +6.0% | +9.5% | -3.4% | -0.2% |
| 6M | +13.2% | +17.7% | -4.5% | +1.0% |
| YTD | +46.7% | +52.9% | -6.2% | +10.3% |
| 1Y | +46.6% | +47.7% | -1.0% | +12.8% |
| All | +46.6% | +47.9% | -1.2% | +12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling