+626.9%
CEG vs DOV
+13.2%
+613.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -0.8% |
| 7D | +1.3% | +1.3% | 0.0% | +0.6% |
| 30D | +8.8% | -8.6% | +17.5% | +14.4% |
| 3M | +17.0% | -13.1% | +30.1% | +26.0% |
| 6M | -8.7% | -8.8% | +0.1% | -4.6% |
| YTD | -16.4% | -1.2% | -15.2% | -17.3% |
| 1Y | -1.8% | +10.7% | -12.5% | -10.0% |
| 3Y | +175.8% | +39.3% | +136.5% | +122.9% |
| All | +626.9% | +13.2% | +613.7% | +463.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling