+304.7%
IONQ vs DVN
+111.9%
+192.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +2.2% |
| 7D | +7.1% | -1.3% | +8.4% | +7.6% |
| 30D | -8.9% | +12.6% | -21.5% | -12.9% |
| 3M | -35.6% | +8.1% | -43.7% | -38.0% |
| 6M | +13.3% | +10.2% | +3.1% | +5.7% |
| YTD | -9.8% | +33.8% | -43.6% | -23.1% |
| 1Y | -1.3% | +43.9% | -45.2% | -19.0% |
| 3Y | +109.3% | +1.7% | +107.5% | +92.0% |
| 5Y | +304.7% | +119.6% | +185.1% | +233.2% |
| All | +304.7% | +111.9% | +192.8% | +233.2% |
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