+189.0%
CDE vs DVN
+120.4%
+68.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.0% |
| 7D | -3.1% | +4.5% | -7.6% | -4.7% |
| 30D | +9.5% | +12.0% | -2.5% | +4.9% |
| 3M | +25.5% | +13.4% | +12.1% | +18.5% |
| 6M | -7.9% | +12.1% | -20.0% | -14.9% |
| YTD | +15.6% | +38.8% | -23.3% | -3.7% |
| 1Y | +34.0% | +46.0% | -12.0% | +8.0% |
| 3Y | +791.9% | +9.5% | +782.4% | +703.5% |
| All | +189.0% | +120.4% | +68.6% | +134.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling