-13.3%
IONQ vs DVN
+44.7%
-58.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.2% | -7.0% | -5.5% |
| 7D | +1.3% | -0.1% | +1.4% | +1.3% |
| 30D | -10.3% | +8.0% | -18.3% | -8.8% |
| 3M | -32.7% | +11.9% | -44.7% | -30.6% |
| 6M | +6.3% | +10.6% | -4.3% | +5.4% |
| YTD | -15.0% | +35.4% | -50.4% | -19.9% |
| 1Y | -13.3% | +46.5% | -59.8% | -22.4% |
| All | -13.3% | +44.7% | -58.1% | -22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling