+31.8%
CLX vs DOV
+325.7%
-293.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +0.9% | +1.1% |
| 7D | +9.5% | +3.0% | +6.5% | +9.0% |
| 30D | +30.7% | +8.6% | +22.1% | +28.8% |
| 3M | +4.2% | +1.9% | +2.4% | +3.8% |
| 6M | +22.1% | -1.7% | +23.8% | +22.1% |
| YTD | +14.1% | +8.3% | +5.7% | +12.2% |
| 1Y | +10.3% | +16.6% | -6.2% | +7.2% |
| 3Y | -7.8% | +65.1% | -72.9% | -15.9% |
| 5Y | -20.8% | +29.2% | -50.0% | -26.3% |
| All | +31.8% | +325.7% | -293.9% | +6.2% |
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 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