-33.6%
CLX vs DOV
+42.3%
-75.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.5% | -1.8% |
| 7D | -3.5% | +2.5% | -6.1% | -4.1% |
| 30D | -11.9% | -7.5% | -4.4% | -10.4% |
| 3M | -2.6% | -9.7% | +7.1% | -0.8% |
| 6M | -18.2% | -6.1% | -12.1% | -17.4% |
| YTD | -5.9% | +0.5% | -6.4% | -6.2% |
| 1Y | -23.8% | +10.5% | -34.4% | -25.4% |
| 3Y | -33.6% | +41.7% | -75.3% | -43.2% |
| All | -33.6% | +42.3% | -75.8% | -43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling