+74.6%
BA vs DVN
+57.7%
+16.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.2% | -2.4% |
| 7D | -1.2% | -0.1% | -1.1% | -1.2% |
| 30D | -11.3% | +8.0% | -19.3% | -13.8% |
| 3M | -3.8% | +11.9% | -15.7% | -8.5% |
| 6M | -8.3% | +10.6% | -18.9% | -13.7% |
| YTD | -4.9% | +35.4% | -40.3% | -17.2% |
| 1Y | -10.1% | +46.5% | -56.5% | -24.4% |
| 3Y | -2.3% | +3.0% | -5.3% | -9.5% |
| 5Y | -3.5% | +120.5% | -124.0% | -39.0% |
| 10Y | +74.6% | +62.5% | +12.1% | -18.7% |
| All | +74.6% | +57.7% | +16.8% | -18.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling