+3.5%
CCL vs DOV
+19.9%
-16.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -2.3% |
| 7D | -0.1% | +2.5% | -2.7% | -2.8% |
| 30D | -20.0% | -7.5% | -12.5% | -13.2% |
| 3M | -13.7% | -9.7% | -4.0% | -4.7% |
| 6M | -9.0% | -6.1% | -2.9% | -3.4% |
| YTD | -22.8% | +0.5% | -23.3% | -24.1% |
| 1Y | -25.3% | +10.5% | -35.8% | -34.1% |
| 3Y | +54.1% | +41.7% | +12.4% | +2.2% |
| 5Y | +3.5% | +18.4% | -15.0% | -21.0% |
| All | +3.5% | +19.9% | -16.5% | -21.0% |
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