+265.9%
IONQ vs DVN
+294.0%
-28.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.7% |
| 7D | +0.8% | +1.5% | -0.7% | +0.3% |
| 30D | -1.0% | +14.2% | -15.2% | -5.2% |
| 3M | -39.8% | +5.2% | -45.1% | -41.2% |
| 6M | +6.4% | +11.9% | -5.4% | -0.2% |
| YTD | -11.9% | +32.8% | -44.8% | -22.9% |
| 1Y | -6.2% | +38.6% | -44.7% | -19.4% |
| 3Y | +125.7% | +0.5% | +125.2% | +110.4% |
| 5Y | +296.0% | +111.0% | +185.0% | +227.9% |
| All | +265.9% | +294.0% | -28.1% | +183.4% |
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 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