+43.0%
EOG vs JD
-7.9%
+50.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | -2.4% | +5.2% | -7.6% | -1.9% |
| 30D | +2.9% | +4.5% | -1.6% | +3.5% |
| 3M | +7.2% | -15.4% | +22.7% | +7.3% |
| 6M | +18.2% | -6.0% | +24.2% | +18.9% |
| YTD | +48.9% | +2.2% | +46.7% | +49.9% |
| All | +43.0% | -7.9% | +50.8% | +45.3% |
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