+246.7%
CB vs DOV
+333.6%
-86.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.0% | +1.7% |
| 7D | +0.7% | -0.7% | +1.4% | +0.9% |
| 30D | +8.2% | +12.3% | -4.1% | +2.8% |
| 3M | +6.3% | +1.2% | +5.1% | +5.4% |
| 6M | +16.2% | -3.1% | +19.3% | +16.3% |
| YTD | +19.3% | +9.4% | +9.9% | +12.3% |
| 1Y | +29.2% | +17.6% | +11.6% | +17.5% |
| 3Y | +71.4% | +66.5% | +4.9% | +26.0% |
| 5Y | +104.2% | +29.0% | +75.2% | +68.0% |
| 10Y | +246.7% | +329.8% | -83.2% | +76.5% |
| All | +246.7% | +333.6% | -86.9% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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