+639.7%
CEG vs DOV
+15.2%
+624.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -0.9% | -0.5% |
| 7D | +6.7% | +2.5% | +4.2% | +5.2% |
| 30D | +11.0% | -7.5% | +18.5% | +15.8% |
| 3M | +19.5% | -9.7% | +29.2% | +25.9% |
| 6M | -5.9% | -6.1% | +0.2% | -3.3% |
| YTD | -15.0% | +0.5% | -15.5% | -16.7% |
| 1Y | +0.6% | +10.5% | -9.9% | -7.6% |
| 3Y | +180.6% | +41.7% | +138.9% | +124.6% |
| All | +639.7% | +15.2% | +624.5% | +467.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling