+241.9%
CORZ vs DOV
+38.3%
+203.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.6% | +2.7% | +2.8% |
| 7D | -11.2% | -1.9% | -9.4% | -9.9% |
| 30D | -26.2% | +8.3% | -34.5% | -31.1% |
| 3M | -44.1% | -3.1% | -41.1% | -42.6% |
| 6M | -52.3% | -9.8% | -42.4% | -48.1% |
| YTD | -19.2% | +5.2% | -24.4% | -24.2% |
| 1Y | -42.9% | +15.3% | -58.2% | -51.2% |
| All | +241.9% | +38.3% | +203.6% | +214.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling