+509.1%
CIEN vs DOV
+16.3%
+492.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | +0.4% |
| 7D | -4.6% | +1.3% | -5.9% | -5.6% |
| 30D | -12.8% | -8.6% | -4.2% | -6.4% |
| 3M | -23.1% | -13.1% | -9.9% | -14.4% |
| 6M | +6.1% | -8.8% | +14.9% | +14.1% |
| YTD | +44.5% | -1.2% | +45.8% | +45.3% |
| 1Y | +176.6% | +10.7% | +165.9% | +154.2% |
| 3Y | +601.0% | +39.3% | +561.7% | +461.2% |
| 5Y | +509.1% | +16.4% | +492.7% | +419.3% |
| All | +509.1% | +16.3% | +492.8% | +419.3% |
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 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