+118.6%
DVN vs HSY
+12.0%
+106.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | +4.5% | +0.1% | +4.4% | +4.5% |
| 30D | +12.0% | -5.2% | +17.2% | +12.8% |
| 3M | +13.4% | -3.4% | +16.8% | +13.8% |
| 6M | +12.1% | -19.2% | +31.3% | +16.1% |
| YTD | +38.8% | -2.6% | +41.5% | +38.2% |
| 1Y | +46.0% | -3.8% | +49.8% | +45.5% |
| 3Y | +9.5% | -10.6% | +20.1% | +10.2% |
| All | +118.6% | +12.0% | +106.7% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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