+59.7%
XOM vs EOG
+22.6%
+37.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.4% |
| 7D | +1.9% | +1.0% | +0.8% | +1.2% |
| 30D | +4.1% | +2.8% | +1.2% | +2.1% |
| 3M | +10.4% | +5.9% | +4.5% | +5.8% |
| 6M | +13.0% | +17.1% | -4.0% | +1.4% |
| YTD | +40.1% | +43.9% | -3.9% | +9.3% |
| 1Y | +51.1% | +26.9% | +24.2% | +28.0% |
| All | +59.7% | +22.6% | +37.1% | +33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling