+118.6%
DVN vs LUV
-11.9%
+130.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.2% |
| 7D | +4.5% | -1.0% | +5.5% | +4.7% |
| 30D | +12.0% | -12.4% | +24.3% | +14.3% |
| 3M | +13.4% | -11.0% | +24.4% | +14.8% |
| 6M | +12.1% | -5.0% | +17.1% | +10.6% |
| YTD | +38.8% | -3.8% | +42.6% | +34.6% |
| 1Y | +46.0% | +25.9% | +20.1% | +29.6% |
| 3Y | +9.5% | +42.2% | -32.7% | -10.7% |
| All | +118.6% | -11.9% | +130.6% | +112.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling