+1,914.6%
CLS vs DOV
+325.7%
+1,588.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.6% |
| 7D | +16.3% | +3.0% | +13.3% | +13.8% |
| 30D | -25.7% | +8.6% | -34.3% | -30.0% |
| 3M | -30.9% | +1.9% | -32.7% | -31.6% |
| 6M | -35.5% | -1.7% | -33.8% | -35.0% |
| YTD | -18.7% | +8.3% | -27.0% | -24.1% |
| 1Y | -17.9% | +16.6% | -34.5% | -27.4% |
| 3Y | +838.1% | +65.1% | +773.0% | +556.9% |
| 5Y | +1,971.9% | +29.2% | +1,942.7% | +1,593.6% |
| All | +1,914.6% | +325.7% | +1,588.9% | +883.7% |
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