+358.4%
LIN vs DVN
+55.4%
+303.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.0% |
| 7D | -3.5% | -1.3% | -2.1% | -3.2% |
| 30D | -4.1% | +12.6% | -16.7% | -6.0% |
| 3M | -6.4% | +8.1% | -14.5% | -7.9% |
| 6M | -2.4% | +10.2% | -12.6% | -4.6% |
| YTD | +10.9% | +33.8% | -22.8% | +4.7% |
| 1Y | 0.0% | +43.9% | -43.9% | -7.0% |
| 3Y | +25.8% | +1.7% | +24.1% | +21.8% |
| 5Y | +60.8% | +119.6% | -58.8% | +31.5% |
| 10Y | +358.4% | +53.7% | +304.6% | +231.6% |
| All | +358.4% | +55.4% | +303.0% | +231.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling