+2,277.8%
CLS vs DOV
+1,417.4%
+860.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +4.5% | +3.4% | +4.6% |
| 7D | -10.6% | -1.4% | -9.2% | -9.3% |
| 30D | -38.4% | +12.8% | -51.2% | -43.4% |
| 3M | -29.9% | +1.1% | -31.0% | -30.2% |
| 6M | -40.6% | -2.6% | -38.0% | -39.7% |
| YTD | -24.6% | +9.9% | -34.5% | -29.9% |
| 1Y | -30.8% | +19.3% | -50.1% | -39.3% |
| 3Y | +811.7% | +68.4% | +743.4% | +535.9% |
| 5Y | +1,838.4% | +29.1% | +1,809.3% | +1,505.9% |
| 10Y | +1,751.5% | +340.2% | +1,411.3% | +530.4% |
| All | +2,277.8% | +1,417.4% | +860.4% | +177.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling