+415.5%
CNQ vs DOV
+300.2%
+115.3%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.4% | -1.1% |
| 7D | +0.1% | -2.0% | +2.1% | +1.4% |
| 30D | +6.2% | -8.9% | +15.1% | +12.4% |
| 3M | +12.4% | -13.3% | +25.6% | +21.5% |
| 6M | +9.0% | -9.7% | +18.7% | +12.8% |
| YTD | +52.2% | -2.5% | +54.7% | +48.3% |
| 1Y | +65.0% | +7.2% | +57.8% | +49.1% |
| 3Y | +78.8% | +39.4% | +39.4% | +27.1% |
| 5Y | +286.0% | +15.8% | +270.1% | +207.8% |
| All | +415.5% | +300.2% | +115.3% | +80.5% |
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 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