+76.0%
CNP vs DOV
+28.5%
+47.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.2% |
| 7D | -3.0% | -0.7% | -2.3% | -2.9% |
| 30D | +6.8% | +12.3% | -5.4% | +4.0% |
| 3M | +3.6% | +1.2% | +2.5% | +3.3% |
| 6M | 0.0% | -3.1% | +3.1% | +0.3% |
| YTD | +9.4% | +9.4% | 0.0% | +6.2% |
| 1Y | +6.8% | +17.6% | -10.8% | +1.6% |
| 3Y | +64.2% | +66.5% | -2.4% | +34.7% |
| 5Y | +76.0% | +29.0% | +47.0% | +52.3% |
| All | +76.0% | +28.5% | +47.5% | +52.3% |
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 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