+32,991.5%
GILD vs DVN
+2,136.5%
+30,855.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | -4.8% | +4.5% | -9.3% | -5.5% |
| 30D | +5.8% | +12.0% | -6.2% | +3.9% |
| 3M | +14.9% | +13.4% | +1.5% | +12.5% |
| 6M | -0.4% | +12.1% | -12.5% | -2.7% |
| YTD | +18.5% | +38.8% | -20.3% | +11.8% |
| 1Y | +25.1% | +46.0% | -20.9% | +16.9% |
| 3Y | +105.9% | +9.5% | +96.4% | +97.6% |
| 5Y | +143.0% | +125.3% | +17.7% | +98.8% |
| 10Y | +162.4% | +66.6% | +95.8% | +100.2% |
| All | +32,991.5% | +2,136.5% | +30,855.0% | +20,959.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling