+580.6%
CF vs DOV
+289.1%
+291.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.2% | -3.7% |
| 7D | +6.0% | -2.7% | +8.7% | +7.4% |
| 30D | +14.8% | -8.1% | +22.9% | +19.9% |
| 3M | +14.1% | -9.4% | +23.5% | +18.9% |
| 6M | +28.5% | -12.6% | +41.1% | +34.4% |
| YTD | +74.9% | -0.5% | +75.4% | +68.4% |
| 1Y | +61.7% | +9.2% | +52.4% | +45.9% |
| 3Y | +80.3% | +34.1% | +46.2% | +35.8% |
| 5Y | +226.0% | +17.3% | +208.7% | +160.1% |
| All | +580.6% | +289.1% | +291.5% | +109.7% |
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 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