+192.9%
XOM vs EOG
+121.1%
+71.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.5% | +0.5% |
| 7D | +4.1% | +1.5% | +2.6% | +3.2% |
| 30D | +4.6% | +2.9% | +1.6% | +2.9% |
| 3M | +14.0% | +8.7% | +5.2% | +8.4% |
| 6M | +11.0% | +12.9% | -1.9% | +3.5% |
| YTD | +40.7% | +43.8% | -3.1% | +14.5% |
| 1Y | +52.3% | +27.1% | +25.2% | +32.6% |
| 3Y | +60.5% | +25.9% | +34.6% | +39.2% |
| 5Y | +266.4% | +177.9% | +88.5% | +105.2% |
| All | +192.9% | +121.1% | +71.8% | +57.2% |
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