+139.9%
CNP vs DOV
+286.8%
-146.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.1% |
| 7D | +0.7% | +1.3% | -0.7% | +0.1% |
| 30D | -0.1% | -8.6% | +8.6% | +4.0% |
| 3M | -5.6% | -13.1% | +7.5% | -0.2% |
| 6M | -7.5% | -8.8% | +1.3% | -4.7% |
| YTD | +5.5% | -1.2% | +6.7% | +4.2% |
| 1Y | +8.3% | +10.7% | -2.4% | +0.7% |
| 3Y | +51.8% | +39.3% | +12.5% | +20.0% |
| 5Y | +69.9% | +16.4% | +53.4% | +44.6% |
| 10Y | +139.9% | +302.5% | -162.5% | +25.3% |
| All | +139.9% | +286.8% | -146.9% | +25.3% |
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