+62.5%
DVN vs DAL
+126.9%
-64.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -0.1% | +0.8% | -0.9% | -0.5% |
| 30D | +8.0% | -11.7% | +19.7% | +13.2% |
| 3M | +11.9% | -2.7% | +14.7% | +11.1% |
| 6M | +10.6% | +30.7% | -20.0% | -5.7% |
| YTD | +35.4% | +14.4% | +21.0% | +20.7% |
| 1Y | +46.5% | +31.2% | +15.3% | +21.0% |
| 3Y | +3.0% | +99.4% | -96.5% | -36.5% |
| 5Y | +120.5% | +98.6% | +22.0% | +26.9% |
| 10Y | +62.5% | +135.0% | -72.5% | -13.4% |
| All | +62.5% | +126.9% | -64.5% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling