+1,312.5%
CLS vs DOV
+42.3%
+1,270.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.0% | +4.7% | +4.8% |
| 7D | +12.8% | +2.5% | +10.2% | +10.4% |
| 30D | +3.8% | -7.5% | +11.3% | +11.5% |
| 3M | -14.6% | -9.7% | -4.9% | -7.1% |
| 6M | +32.2% | -6.1% | +38.3% | +38.9% |
| YTD | +11.6% | +0.5% | +11.1% | +8.7% |
| 1Y | +35.1% | +10.5% | +24.5% | +19.1% |
| 3Y | +1,312.5% | +41.7% | +1,270.8% | +926.5% |
| All | +1,312.5% | +42.3% | +1,270.3% | +926.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling