+116.3%
CLF vs DOV
+294.8%
-178.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.6% | -2.6% |
| 7D | +6.5% | +2.5% | +4.0% | +3.9% |
| 30D | +0.2% | -7.5% | +7.8% | +8.0% |
| 3M | -3.1% | -9.7% | +6.6% | +5.2% |
| 6M | +25.0% | -6.1% | +31.1% | +29.4% |
| YTD | -7.5% | +0.5% | -7.9% | -10.7% |
| 1Y | +11.5% | +10.5% | +1.0% | -3.4% |
| 3Y | -13.7% | +41.7% | -55.4% | -41.0% |
| 5Y | -47.0% | +18.4% | -65.4% | -57.1% |
| 10Y | +116.3% | +289.8% | -173.4% | -46.1% |
| All | +116.3% | +294.8% | -178.5% | -46.1% |
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