+9.5%
DVN vs XEL
+46.5%
-37.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +4.5% | -0.3% | +4.8% | +4.6% |
| 30D | +12.0% | -3.9% | +15.9% | +12.7% |
| 3M | +13.4% | -2.8% | +16.2% | +13.9% |
| 6M | +12.1% | -5.4% | +17.5% | +13.0% |
| YTD | +38.8% | +3.8% | +35.1% | +36.8% |
| 1Y | +46.0% | +6.8% | +39.2% | +42.9% |
| 3Y | +9.5% | +45.6% | -36.1% | +0.3% |
| All | +9.5% | +46.5% | -37.0% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 3y: compounded portfolio wealth divided by compounded XEL 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…
3y analysis · Full analysis span regression · 6 months rolling