+272.1%
CNQ vs DOV
+14.8%
+257.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.4% | -0.9% |
| 7D | +0.1% | -2.0% | +2.1% | +0.9% |
| 30D | +6.2% | -8.9% | +15.1% | +9.9% |
| 3M | +12.4% | -13.3% | +25.6% | +17.8% |
| 6M | +9.0% | -9.7% | +18.7% | +11.3% |
| YTD | +52.2% | -2.5% | +54.7% | +49.2% |
| 1Y | +65.0% | +7.2% | +57.8% | +53.7% |
| 3Y | +78.8% | +39.4% | +39.4% | +40.5% |
| All | +272.1% | +14.8% | +257.2% | +208.1% |
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