+64.2%
CNP vs DOV
+66.8%
-2.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.1% |
| 7D | -3.0% | -0.7% | -2.3% | -3.0% |
| 30D | +6.8% | +12.3% | -5.4% | +5.5% |
| 3M | +3.6% | +1.2% | +2.5% | +3.4% |
| 6M | 0.0% | -3.1% | +3.1% | +0.1% |
| YTD | +9.4% | +9.4% | 0.0% | +7.9% |
| 1Y | +6.8% | +17.6% | -10.8% | +4.3% |
| 3Y | +64.2% | +66.5% | -2.4% | +37.5% |
| All | +64.2% | +66.8% | -2.6% | +37.5% |
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