+607.3%
CEG vs DOV
+10.8%
+596.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.1% | -0.6% | -1.5% |
| 7D | +0.3% | -1.9% | +2.3% | +1.5% |
| 30D | +2.9% | -9.9% | +12.8% | +9.0% |
| 3M | +18.2% | -12.1% | +30.3% | +26.4% |
| 6M | -9.5% | -10.4% | +0.9% | -4.5% |
| YTD | -18.7% | -3.3% | -15.4% | -18.6% |
| 1Y | -10.1% | +7.8% | -17.9% | -16.4% |
| 3Y | +168.3% | +36.3% | +132.0% | +119.5% |
| All | +607.3% | +10.8% | +596.5% | +454.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling