+118.6%
DVN vs APA
+173.2%
-54.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.1% |
| 7D | +4.5% | +4.6% | -0.1% | +1.2% |
| 30D | +12.0% | +11.9% | +0.1% | +3.4% |
| 3M | +13.4% | +22.5% | -9.1% | -2.1% |
| 6M | +12.1% | +37.5% | -25.4% | -11.6% |
| YTD | +38.8% | +87.2% | -48.3% | -12.4% |
| 1Y | +46.0% | +101.4% | -55.4% | -13.9% |
| 3Y | +9.5% | +16.9% | -7.4% | -8.7% |
| All | +118.6% | +173.2% | -54.5% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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