+119.1%
EOG vs JD
+14.7%
+104.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.6% | +1.4% |
| 7D | -1.3% | -3.0% | +1.7% | -1.0% |
| 30D | +3.4% | -19.3% | +22.7% | +6.1% |
| 3M | +7.8% | -6.0% | +13.9% | +8.5% |
| 6M | +13.4% | +1.8% | +11.6% | +12.6% |
| YTD | +43.5% | -2.6% | +46.1% | +43.1% |
| 1Y | +29.7% | -17.4% | +47.1% | +31.9% |
| 3Y | +23.2% | -8.6% | +31.8% | +20.1% |
| 5Y | +176.4% | -61.6% | +238.0% | +192.7% |
| 10Y | +119.1% | +16.9% | +102.3% | +64.9% |
| All | +119.1% | +14.7% | +104.4% | +64.9% |
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