+6,507.0%
CDNS vs DOV
+6,514.7%
-7.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | +1.0% | +3.0% | -2.0% | -0.6% |
| 30D | -2.0% | +8.6% | -10.6% | -6.2% |
| 3M | -0.2% | +1.9% | -2.1% | -1.3% |
| 6M | -8.9% | -1.7% | -7.2% | -8.7% |
| YTD | +3.3% | +8.3% | -5.0% | -2.8% |
| 1Y | +2.2% | +16.6% | -14.3% | -7.8% |
| 3Y | +22.4% | +65.1% | -42.7% | -9.8% |
| 5Y | +78.0% | +29.2% | +48.9% | +49.3% |
| 10Y | +1,175.2% | +329.7% | +845.5% | +425.2% |
| All | +6,507.0% | +6,514.7% | -7.7% | +513.2% |
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