+3,038.3%
CLS vs DOV
+286.8%
+2,751.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +2.4% |
| 7D | +20.1% | +1.3% | +18.8% | +19.0% |
| 30D | +6.0% | -8.6% | +14.7% | +13.5% |
| 3M | -10.3% | -13.1% | +2.9% | -0.9% |
| 6M | +24.5% | -8.8% | +33.3% | +32.9% |
| YTD | +12.9% | -1.2% | +14.1% | +12.9% |
| 1Y | +36.7% | +10.7% | +26.0% | +25.1% |
| 3Y | +1,328.1% | +39.3% | +1,288.8% | +1,037.3% |
| 5Y | +3,682.3% | +16.4% | +3,665.9% | +3,243.4% |
| 10Y | +3,038.3% | +302.5% | +2,735.8% | +1,489.2% |
| All | +3,038.3% | +286.8% | +2,751.5% | +1,489.2% |
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