+31.1%
DVN vs AXON
-45.9%
+77.0%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.3% | -0.7% | +4.0% |
| 7D | +1.9% | -25.6% | +27.5% | -1.5% |
| 30D | -8.2% | -23.9% | +15.7% | -10.9% |
| 3M | -0.3% | -50.4% | +50.1% | -8.0% |
| 6M | -2.5% | -20.0% | +17.5% | -3.2% |
| YTD | +25.0% | -44.5% | +69.5% | +20.0% |
| 1Y | +31.1% | -44.9% | +76.0% | +27.0% |
| All | +31.1% | -45.9% | +77.0% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 1y: compounded portfolio wealth divided by compounded AXON 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…
1y analysis · Full analysis span regression · 6 months rolling