+1,038.6%
CCL vs DOV
+6,499.6%
-5,460.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.4% | -3.0% | -3.5% |
| 7D | -0.3% | +3.4% | -3.8% | -2.5% |
| 30D | +10.3% | +8.8% | +1.5% | +4.5% |
| 3M | +6.6% | +0.9% | +5.6% | +5.9% |
| 6M | +20.0% | -2.8% | +22.9% | +22.0% |
| YTD | -1.9% | +8.1% | -10.0% | -6.6% |
| 1Y | +10.4% | +15.2% | -4.8% | +1.0% |
| 3Y | +134.8% | +64.5% | +70.3% | +73.1% |
| 5Y | +34.0% | +28.9% | +5.1% | +18.2% |
| 10Y | -32.5% | +328.7% | -361.2% | -67.7% |
| All | +1,038.6% | +6,499.6% | -5,460.9% | +33.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling