+76.3%
CL vs DOV
+361.0%
-284.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.5% | -3.0% | +0.4% |
| 7D | +0.5% | -1.4% | +1.9% | +0.8% |
| 30D | +11.6% | +12.8% | -1.2% | +8.4% |
| 3M | +5.6% | +1.1% | +4.5% | +5.2% |
| 6M | +13.2% | -2.6% | +15.8% | +13.3% |
| YTD | +26.9% | +9.9% | +17.0% | +23.2% |
| 1Y | +27.3% | +19.3% | +8.0% | +21.2% |
| 3Y | +39.7% | +68.4% | -28.7% | +18.2% |
| 5Y | +41.3% | +29.1% | +12.2% | +27.0% |
| 10Y | +76.3% | +340.2% | -263.9% | +20.5% |
| All | +76.3% | +361.0% | -284.7% | +20.5% |
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