+32,355.3%
AVGO vs DVN
+21.9%
+32,333.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.3% | +2.8% |
| 7D | -0.3% | -1.3% | +1.0% | 0.0% |
| 30D | -13.8% | +12.6% | -26.5% | -16.5% |
| 3M | -6.9% | +8.1% | -15.1% | -9.4% |
| 6M | +11.9% | +10.2% | +1.8% | +7.7% |
| YTD | +6.9% | +33.8% | -26.9% | -2.6% |
| 1Y | +7.4% | +43.9% | -36.5% | -4.3% |
| 3Y | +345.6% | +1.7% | +343.8% | +325.3% |
| 5Y | +718.9% | +119.6% | +599.3% | +508.4% |
| 10Y | +2,755.4% | +53.7% | +2,701.6% | +1,796.3% |
| All | +32,355.3% | +21.9% | +32,333.5% | +21,993.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling