+444.5%
CORZ vs DOV
+32.1%
+412.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.0% | +3.7% | +3.9% |
| 7D | +16.6% | +2.5% | +14.0% | +14.1% |
| 30D | -10.9% | -7.5% | -3.3% | -4.6% |
| 3M | -31.0% | -9.7% | -21.3% | -25.3% |
| 6M | +26.0% | -6.1% | +32.1% | +31.2% |
| YTD | +28.6% | +0.5% | +28.2% | +25.5% |
| 1Y | +34.5% | +10.5% | +23.9% | +18.1% |
| All | +444.5% | +32.1% | +412.4% | +420.4% |
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