+1.4%
AVGO vs DVN
+47.2%
-45.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.4% |
| 7D | +1.1% | +4.5% | -3.4% | +1.7% |
| 30D | -13.0% | +12.0% | -25.0% | -11.5% |
| 3M | -6.0% | +13.4% | -19.4% | -3.9% |
| 6M | +6.4% | +12.1% | -5.7% | +8.0% |
| YTD | +5.0% | +38.8% | -33.8% | +8.0% |
| 1Y | +1.4% | +46.0% | -44.6% | +3.8% |
| All | +1.4% | +47.2% | -45.8% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DVN.
Daily Out/Under-Performance
Portfolio return minus DVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVN 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 DVN 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