-89.5%
CDE vs DOV
+5,930.9%
-6,020.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.4% | +2.4% |
| 7D | -2.0% | +1.3% | -3.3% | -2.6% |
| 30D | +15.7% | -8.6% | +24.4% | +20.3% |
| 3M | +30.5% | -13.1% | +43.7% | +38.8% |
| 6M | -7.4% | -8.8% | +1.4% | -3.5% |
| YTD | +17.9% | -1.2% | +19.1% | +19.0% |
| 1Y | +46.7% | +10.7% | +36.0% | +40.4% |
| 3Y | +851.3% | +39.3% | +812.0% | +736.1% |
| 5Y | +202.9% | +16.4% | +186.5% | +185.7% |
| 10Y | +58.2% | +302.5% | -244.3% | -10.1% |
| All | -89.5% | +5,930.9% | -6,020.4% | -95.0% |
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 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