+67.3%
DVN vs LUV
+20.2%
+47.0%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | -0.1% |
| 7D | +4.5% | -1.0% | +5.5% | +4.9% |
| 30D | +12.0% | -12.4% | +24.3% | +17.3% |
| 3M | +13.4% | -11.0% | +24.4% | +16.7% |
| 6M | +12.1% | -5.0% | +17.1% | +9.2% |
| YTD | +38.8% | -3.8% | +42.6% | +31.2% |
| 1Y | +46.0% | +25.9% | +20.1% | +20.2% |
| 3Y | +9.5% | +42.2% | -32.7% | -21.5% |
| 5Y | +125.3% | -10.8% | +136.0% | +99.1% |
| All | +67.3% | +20.2% | +47.0% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 10y: compounded portfolio wealth divided by compounded LUV 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…
10y analysis · Full analysis span regression · 6 months rolling