+4,690.3%
COP vs DOV
+6,499.6%
-1,809.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +2.2% |
| 7D | +3.4% | +3.4% | 0.0% | +1.7% |
| 30D | -0.6% | +8.8% | -9.4% | -4.7% |
| 3M | +10.8% | +0.9% | +9.8% | +9.7% |
| 6M | +19.6% | -2.8% | +22.5% | +19.3% |
| YTD | +52.9% | +8.1% | +44.8% | +43.7% |
| 1Y | +62.2% | +15.2% | +47.0% | +47.9% |
| 3Y | +32.4% | +64.5% | -32.2% | +0.8% |
| 5Y | +129.7% | +28.9% | +100.9% | +92.7% |
| 10Y | +331.8% | +328.7% | +3.1% | +118.1% |
| All | +4,690.3% | +6,499.6% | -1,809.2% | +971.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling