+240.1%
PLD vs DVN
+68.5%
+171.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.0% | -1.2% |
| 7D | -2.8% | +2.5% | -5.4% | -3.2% |
| 30D | -3.6% | +10.2% | -13.8% | -5.0% |
| 3M | -7.1% | +8.1% | -15.2% | -8.3% |
| 6M | +0.2% | +15.9% | -15.6% | -2.6% |
| YTD | +6.9% | +38.2% | -31.3% | +1.1% |
| 1Y | +25.0% | +44.5% | -19.4% | +17.3% |
| 3Y | +20.8% | +5.1% | +15.6% | +16.9% |
| 5Y | +16.2% | +124.3% | -108.1% | +0.1% |
| All | +240.1% | +68.5% | +171.6% | +157.8% |
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