+5.6%
CDE vs DOV
+21.2%
-15.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.4% | +9.2% | +9.1% |
| 7D | +1.1% | +2.2% | -1.1% | -0.9% |
| 30D | -14.5% | +11.2% | -25.7% | -21.9% |
| 3M | -10.1% | +1.6% | -11.6% | -11.2% |
| 6M | -16.9% | -3.2% | -13.7% | -14.5% |
| YTD | -18.1% | +9.7% | -27.9% | -23.3% |
| 1Y | +5.6% | +20.5% | -14.9% | -2.5% |
| All | +5.6% | +21.2% | -15.6% | -2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling