+269.3%
C vs DVN
+1.4%
+267.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | +3.2% | -1.3% | +4.5% | +3.4% |
| 30D | +1.3% | +12.6% | -11.3% | -1.2% |
| 3M | +3.1% | +8.1% | -5.0% | +1.1% |
| 6M | +29.6% | +10.2% | +19.5% | +24.8% |
| YTD | +19.0% | +33.8% | -14.8% | +7.3% |
| 1Y | +45.6% | +43.9% | +1.8% | +27.3% |
| 3Y | +269.3% | +1.7% | +267.5% | +254.3% |
| All | +269.3% | +1.4% | +267.9% | +254.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling