+9.5%
DVN vs EXE
+15.6%
-6.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +1.5% |
| 7D | +4.5% | -3.1% | +7.7% | +6.2% |
| 30D | +12.0% | -0.9% | +12.9% | +12.4% |
| 3M | +13.4% | +9.6% | +3.8% | +8.1% |
| 6M | +12.1% | -11.6% | +23.7% | +19.0% |
| YTD | +38.8% | -12.6% | +51.4% | +47.3% |
| 1Y | +46.0% | +1.2% | +44.9% | +42.7% |
| 3Y | +9.5% | +18.0% | -8.5% | -1.9% |
| All | +9.5% | +15.6% | -6.1% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 3y: compounded portfolio wealth divided by compounded EXE 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…
3y analysis · Full analysis span regression · 6 months rolling