+1,770.4%
CLS vs DOV
+332.5%
+1,437.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.8% |
| 7D | -13.9% | -0.7% | -13.1% | -12.9% |
| 30D | -38.2% | +12.3% | -50.4% | -43.2% |
| 3M | -28.8% | +1.2% | -30.0% | -29.2% |
| 6M | -40.4% | -3.1% | -37.3% | -39.2% |
| YTD | -24.3% | +9.4% | -33.7% | -29.7% |
| 1Y | -35.0% | +17.6% | -52.6% | -42.9% |
| 3Y | +778.7% | +66.5% | +712.2% | +511.6% |
| 5Y | +1,884.8% | +29.0% | +1,855.8% | +1,522.8% |
| All | +1,770.4% | +332.5% | +1,437.9% | +807.0% |
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