-1.4%
CLX vs DOV
+286.8%
-288.2%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.9% |
| 7D | -4.9% | +1.3% | -6.3% | -5.1% |
| 30D | -15.8% | -8.6% | -7.2% | -14.5% |
| 3M | -7.9% | -13.1% | +5.2% | -5.9% |
| 6M | -19.0% | -8.8% | -10.2% | -18.0% |
| YTD | -7.9% | -1.2% | -6.7% | -7.9% |
| 1Y | -25.4% | +10.7% | -36.1% | -26.8% |
| 3Y | -35.0% | +39.3% | -74.3% | -39.0% |
| 5Y | -36.8% | +16.4% | -53.2% | -40.0% |
| 10Y | -1.4% | +302.5% | -303.9% | -21.2% |
| All | -1.4% | +286.8% | -288.2% | -21.2% |
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