+137.1%
EOG vs JD
+31.5%
+105.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.6% |
| 7D | +7.6% | -4.1% | +11.7% | +8.1% |
| 30D | +3.4% | +4.6% | -1.2% | +2.7% |
| 3M | +12.7% | -4.7% | +17.5% | +13.2% |
| 6M | +19.0% | -17.4% | +36.4% | +21.5% |
| YTD | +55.6% | +0.7% | +54.8% | +54.4% |
| 1Y | +49.5% | -5.9% | +55.4% | +49.6% |
| 3Y | +43.2% | +18.9% | +24.3% | +34.5% |
| 5Y | +111.8% | -62.9% | +174.8% | +127.5% |
| All | +137.1% | +31.5% | +105.6% | +78.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling