+49.5%
EOG vs JD
-8.1%
+57.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.9% |
| 7D | +7.6% | -4.1% | +11.7% | +7.2% |
| 30D | +3.4% | +4.6% | -1.2% | +3.9% |
| 3M | +12.7% | -4.7% | +17.5% | +13.0% |
| 6M | +19.0% | -17.4% | +36.4% | +18.2% |
| YTD | +55.6% | +0.7% | +54.8% | +56.4% |
| 1Y | +49.5% | -5.9% | +55.4% | +51.4% |
| All | +49.5% | -8.1% | +57.6% | +51.4% |
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