+124.3%
DVN vs OPEN
-85.3%
+209.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.7% | +8.8% | +2.4% |
| 7D | +2.5% | -10.5% | +13.1% | +2.9% |
| 30D | +10.2% | -21.8% | +32.0% | +11.2% |
| 3M | +8.1% | -37.5% | +45.6% | +9.7% |
| 6M | +15.9% | -44.1% | +60.0% | +17.9% |
| YTD | +38.2% | -52.0% | +90.2% | +41.2% |
| 1Y | +44.5% | -52.2% | +96.7% | +44.8% |
| 3Y | +5.1% | -25.9% | +31.1% | -3.7% |
| 5Y | +124.3% | -85.1% | +209.4% | +120.3% |
| All | +124.3% | -85.3% | +209.6% | +120.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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