+1,003.0%
BE vs DVN
+59.9%
+943.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.4% | +6.3% | +6.5% |
| 7D | +9.0% | +4.5% | +4.5% | +6.8% |
| 30D | +16.3% | +12.0% | +4.3% | +9.8% |
| 3M | +10.8% | +13.4% | -2.6% | +2.5% |
| 6M | +73.2% | +12.1% | +61.1% | +57.9% |
| YTD | +217.4% | +38.8% | +178.5% | +158.4% |
| 1Y | +309.8% | +46.0% | +263.8% | +219.9% |
| 3Y | +1,726.2% | +9.5% | +1,716.7% | +1,508.5% |
| 5Y | +1,306.2% | +125.3% | +1,180.9% | +670.5% |
| All | +1,003.0% | +59.9% | +943.1% | +394.7% |
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