+41.5%
DVN vs LII
-31.9%
+73.4%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.6% | +0.8% |
| 7D | -0.1% | +0.5% | -0.6% | 0.0% |
| 30D | +8.0% | -11.2% | +19.2% | +6.1% |
| 3M | +11.9% | -28.8% | +40.7% | +7.3% |
| 6M | +10.6% | -26.9% | +37.6% | +7.7% |
| YTD | +35.4% | -22.2% | +57.6% | +30.9% |
| All | +41.5% | -31.9% | +73.4% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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