+34.5%
CORZ vs DOV
+10.7%
+23.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.0% | +3.7% | +4.2% |
| 7D | +16.6% | +2.5% | +14.0% | +15.2% |
| 30D | -10.9% | -7.5% | -3.3% | -7.5% |
| 3M | -31.0% | -9.7% | -21.3% | -28.0% |
| 6M | +26.0% | -6.1% | +32.1% | +29.6% |
| YTD | +28.6% | +0.5% | +28.2% | +33.8% |
| 1Y | +34.5% | +10.5% | +23.9% | +42.3% |
| All | +34.5% | +10.7% | +23.8% | +42.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling