+62.5%
DVN vs LDOS
+258.9%
-196.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.0% | +1.6% |
| 7D | -0.1% | -4.2% | +4.1% | +1.9% |
| 30D | +8.0% | -7.9% | +15.9% | +11.9% |
| 3M | +11.9% | +4.1% | +7.8% | +8.4% |
| 6M | +10.6% | -28.2% | +38.8% | +27.9% |
| YTD | +35.4% | -28.5% | +63.9% | +54.1% |
| 1Y | +46.5% | -27.7% | +74.1% | +65.0% |
| 3Y | +3.0% | +38.4% | -35.4% | -24.9% |
| 5Y | +120.5% | +38.0% | +82.6% | +57.8% |
| 10Y | +62.5% | +262.1% | -199.6% | -19.2% |
| All | +62.5% | +258.9% | -196.5% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded LDOS 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling