+49.5%
DVN vs LUNR
+48.7%
+0.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.3% | +0.4% |
| 7D | +4.5% | -3.1% | +7.6% | +4.5% |
| 30D | +12.0% | -15.3% | +27.3% | +11.9% |
| 3M | +13.4% | -53.2% | +66.6% | +13.2% |
| 6M | +12.1% | -22.2% | +34.3% | +12.1% |
| YTD | +38.8% | -11.6% | +50.4% | +38.8% |
| 1Y | +46.0% | +68.4% | -22.4% | +46.3% |
| 3Y | +9.5% | +216.8% | -207.3% | +12.1% |
| All | +49.5% | +48.7% | +0.8% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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