+120.5%
DVN vs PCG
+55.2%
+65.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.3% | +5.4% | +2.4% |
| 7D | -0.1% | +6.5% | -6.6% | -2.0% |
| 30D | +8.0% | -16.7% | +24.7% | +12.4% |
| 3M | +11.9% | -14.2% | +26.1% | +15.0% |
| 6M | +10.6% | -21.5% | +32.1% | +16.8% |
| YTD | +35.4% | -11.2% | +46.6% | +35.9% |
| 1Y | +46.5% | -4.2% | +50.7% | +42.5% |
| 3Y | +3.0% | -14.9% | +17.8% | +2.2% |
| 5Y | +120.5% | +54.2% | +66.3% | +76.0% |
| All | +120.5% | +55.2% | +65.3% | +76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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