+142.4%
GILD vs DVN
+120.4%
+22.0%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | -4.8% | +4.5% | -9.3% | -5.0% |
| 30D | +5.8% | +12.0% | -6.2% | +5.2% |
| 3M | +14.9% | +13.4% | +1.5% | +14.1% |
| 6M | -0.4% | +12.1% | -12.5% | -1.2% |
| YTD | +18.5% | +38.8% | -20.3% | +16.0% |
| 1Y | +25.1% | +46.0% | -20.9% | +22.0% |
| 3Y | +105.9% | +9.5% | +96.4% | +102.0% |
| All | +142.4% | +120.4% | +22.0% | +135.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DVN.
Daily Out/Under-Performance
Portfolio return minus DVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVN 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 DVN 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