+19.2%
DVN vs APTV
+173.4%
-154.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +2.5% |
| 7D | -0.1% | -1.2% | +1.1% | +0.2% |
| 30D | +8.0% | -10.6% | +18.6% | +13.5% |
| 3M | +11.9% | -35.0% | +46.9% | +34.3% |
| 6M | +10.6% | -38.9% | +49.5% | +33.0% |
| YTD | +35.4% | -41.5% | +76.9% | +64.8% |
| 1Y | +46.5% | -45.8% | +92.3% | +84.3% |
| 3Y | +3.0% | -55.7% | +58.7% | +34.8% |
| 5Y | +120.5% | -70.1% | +190.6% | +238.6% |
| 10Y | +62.5% | -19.1% | +81.5% | +34.6% |
| All | +19.2% | +173.4% | -154.3% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 all: compounded portfolio wealth divided by compounded APTV 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…
all analysis · Full analysis span regression · 6 months rolling