+3,542.1%
CLS vs DOV
+19.9%
+3,522.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.0% | +4.7% | +4.8% |
| 7D | +12.8% | +2.5% | +10.2% | +10.6% |
| 30D | +3.8% | -7.5% | +11.3% | +10.8% |
| 3M | -14.6% | -9.7% | -4.9% | -7.8% |
| 6M | +32.2% | -6.1% | +38.3% | +38.6% |
| YTD | +11.6% | +0.5% | +11.1% | +9.7% |
| 1Y | +35.1% | +10.5% | +24.5% | +21.9% |
| 3Y | +1,312.5% | +41.7% | +1,270.8% | +984.7% |
| 5Y | +3,542.1% | +18.4% | +3,523.6% | +3,112.2% |
| All | +3,542.1% | +19.9% | +3,522.1% | +3,112.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling