+2,491.1%
CLS vs DOV
+1,413.5%
+1,077.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.2% | +8.3% | +8.4% |
| 7D | +2.8% | -0.1% | +2.9% | +3.3% |
| 30D | -30.1% | +11.3% | -41.4% | -35.1% |
| 3M | -21.7% | +2.2% | -23.9% | -22.7% |
| 6M | -36.2% | -2.9% | -33.3% | -35.1% |
| YTD | -17.8% | +9.6% | -27.4% | -23.5% |
| 1Y | -26.8% | +16.7% | -43.5% | -34.8% |
| 3Y | +853.4% | +66.9% | +786.5% | +569.2% |
| 5Y | +2,005.0% | +32.0% | +1,973.0% | +1,618.3% |
| 10Y | +1,929.4% | +334.8% | +1,594.7% | +597.3% |
| All | +2,491.1% | +1,413.5% | +1,077.6% | +203.3% |
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