+100.8%
EOG vs JD
+52.8%
+48.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.3% |
| 7D | -11.1% | +13.4% | -24.5% | -12.6% |
| 30D | +2.7% | +7.7% | -5.0% | +1.7% |
| 3M | +8.8% | -11.3% | +20.0% | +10.2% |
| 6M | +10.8% | -5.1% | +15.9% | +11.2% |
| YTD | +44.6% | +5.0% | +39.5% | +42.7% |
| 1Y | +44.6% | -5.6% | +50.2% | +44.7% |
| 3Y | +29.5% | +17.8% | +11.7% | +21.9% |
| 5Y | +96.3% | -57.2% | +153.5% | +103.6% |
| 10Y | +122.4% | +34.8% | +87.7% | +70.1% |
| All | +100.8% | +52.8% | +48.0% | +49.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling