+791.9%
CDE vs DOV
+37.0%
+754.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.4% |
| 7D | -3.1% | -2.0% | -1.1% | -1.4% |
| 30D | +9.5% | -8.9% | +18.4% | +18.6% |
| 3M | +25.5% | -13.3% | +38.7% | +41.4% |
| 6M | -7.9% | -9.7% | +1.8% | 0.0% |
| YTD | +15.6% | -2.5% | +18.0% | +17.8% |
| 1Y | +34.0% | +7.2% | +26.8% | +25.0% |
| 3Y | +791.9% | +39.4% | +752.5% | +425.3% |
| All | +791.9% | +37.0% | +754.9% | +425.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling