+143.3%
CNP vs DOV
+333.6%
-190.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.3% |
| 7D | -3.0% | -0.7% | -2.3% | -2.8% |
| 30D | +6.8% | +12.3% | -5.4% | +1.2% |
| 3M | +3.6% | +1.2% | +2.5% | +2.8% |
| 6M | 0.0% | -3.1% | +3.1% | +0.5% |
| YTD | +9.4% | +9.4% | 0.0% | +2.9% |
| 1Y | +6.8% | +17.6% | -10.8% | -3.2% |
| 3Y | +64.2% | +66.5% | -2.4% | +17.6% |
| 5Y | +76.0% | +29.0% | +47.0% | +42.2% |
| 10Y | +143.3% | +329.8% | -186.5% | +16.4% |
| All | +143.3% | +333.6% | -190.2% | +16.4% |
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