+41.6%
CVX vs JD
-9.5%
+51.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.6% | +0.6% |
| 7D | -0.6% | -0.8% | +0.2% | -0.6% |
| 30D | +13.4% | -16.0% | +29.5% | +13.5% |
| 3M | +11.8% | -3.2% | +15.0% | +11.8% |
| 6M | +12.4% | +6.1% | +6.4% | +11.8% |
| YTD | +41.5% | -0.1% | +41.6% | +41.3% |
| 1Y | +41.6% | -12.7% | +54.3% | +43.3% |
| All | +41.6% | -9.5% | +51.1% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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