+301.6%
CHTR vs DOV
+796.9%
-495.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.1% | +7.1% | +5.8% |
| 7D | -7.1% | -1.9% | -5.2% | -6.5% |
| 30D | -10.9% | -9.9% | -1.0% | -7.4% |
| 3M | +2.0% | -12.1% | +14.1% | +6.5% |
| 6M | -35.9% | -10.4% | -25.5% | -33.7% |
| YTD | -32.7% | -3.3% | -29.3% | -32.5% |
| 1Y | -46.6% | +7.8% | -54.3% | -48.7% |
| 3Y | -66.7% | +36.3% | -103.1% | -71.2% |
| 5Y | -82.1% | +14.8% | -97.0% | -83.7% |
| 10Y | -46.8% | +294.0% | -340.7% | -69.8% |
| All | +301.6% | +796.9% | -495.3% | +79.9% |
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