+607.8%
CIEN vs DOV
+42.3%
+565.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.0% | +5.4% | +5.5% |
| 7D | -5.3% | +2.5% | -7.8% | -7.4% |
| 30D | -17.2% | -7.5% | -9.7% | -11.2% |
| 3M | -26.9% | -9.7% | -17.2% | -20.5% |
| 6M | +16.0% | -6.1% | +22.1% | +22.5% |
| YTD | +45.9% | +0.5% | +45.4% | +44.0% |
| 1Y | +186.8% | +10.5% | +176.3% | +158.9% |
| 3Y | +607.8% | +41.7% | +566.1% | +442.7% |
| All | +607.8% | +42.3% | +565.5% | +442.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling