+130.0%
EOG vs JD
+33.2%
+96.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | -2.4% | +5.2% | -7.6% | -3.0% |
| 30D | +2.9% | +4.5% | -1.6% | +2.3% |
| 3M | +7.2% | -15.4% | +22.7% | +9.3% |
| 6M | +18.2% | -6.0% | +24.2% | +18.7% |
| YTD | +48.9% | +2.2% | +46.7% | +47.5% |
| 1Y | +46.7% | -6.7% | +53.3% | +47.0% |
| 3Y | +37.4% | +20.5% | +16.9% | +28.9% |
| 5Y | +103.9% | -58.4% | +162.4% | +113.6% |
| All | +130.0% | +33.2% | +96.8% | +74.1% |
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