-22.6%
CLX vs DOV
+28.5%
-51.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | +13.6% | -0.7% | +14.4% | +13.8% |
| 30D | +29.1% | +12.3% | +16.8% | +25.4% |
| 3M | +1.6% | +1.2% | +0.4% | +1.2% |
| 6M | +18.7% | -3.1% | +21.8% | +19.1% |
| YTD | +11.1% | +9.4% | +1.7% | +8.2% |
| 1Y | +7.0% | +17.6% | -10.6% | +2.5% |
| 3Y | -10.0% | +66.5% | -76.5% | -22.7% |
| 5Y | -22.6% | +29.0% | -51.7% | -33.7% |
| All | -22.6% | +28.5% | -51.2% | -33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling