-43.4%
CCL vs DOV
+296.6%
-340.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | +1.1% |
| 7D | -4.3% | -1.9% | -2.4% | -2.4% |
| 30D | -19.0% | -9.9% | -9.1% | -10.1% |
| 3M | -13.1% | -12.1% | -1.0% | -1.8% |
| 6M | -13.3% | -10.4% | -2.9% | -3.5% |
| YTD | -25.2% | -3.3% | -21.9% | -23.3% |
| 1Y | -27.2% | +7.8% | -35.0% | -33.6% |
| 3Y | +49.2% | +36.3% | +12.9% | +7.2% |
| 5Y | +0.4% | +14.8% | -14.5% | -13.7% |
| All | -43.4% | +296.6% | -340.0% | -72.5% |
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