+420.1%
CORZ vs DOV
+30.9%
+389.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.9% |
| 7D | +8.4% | -2.7% | +11.0% | +10.9% |
| 30D | -17.8% | -8.1% | -9.7% | -11.6% |
| 3M | -35.9% | -9.4% | -26.5% | -30.9% |
| 6M | +12.9% | -12.6% | +25.6% | +25.6% |
| YTD | +22.9% | -0.5% | +23.3% | +20.9% |
| 1Y | +31.4% | +9.2% | +22.1% | +16.5% |
| All | +420.1% | +30.9% | +389.2% | +401.0% |
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