+36.1%
CCL vs DOV
+29.3%
+6.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | -1.5% | -0.1% | -1.4% | -1.4% |
| 30D | +16.5% | +11.3% | +5.2% | +4.0% |
| 3M | +11.2% | +2.2% | +9.0% | +8.4% |
| 6M | +22.6% | -2.9% | +25.5% | +25.3% |
| YTD | +2.6% | +9.6% | -7.0% | -8.2% |
| 1Y | +17.0% | +16.7% | +0.3% | -2.0% |
| 3Y | +145.5% | +66.9% | +78.7% | +33.5% |
| 5Y | +36.1% | +32.0% | +4.1% | -9.6% |
| All | +36.1% | +29.3% | +6.8% | -9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling