+250.7%
CP vs DOV
+333.6%
-82.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | +2.8% | -0.7% | +3.5% | +3.1% |
| 30D | +11.0% | +12.3% | -1.2% | +3.9% |
| 3M | +3.8% | +1.2% | +2.7% | +2.8% |
| 6M | +9.5% | -3.1% | +12.6% | +10.1% |
| YTD | +28.2% | +9.4% | +18.8% | +20.1% |
| 1Y | +33.0% | +17.6% | +15.3% | +19.4% |
| 3Y | +35.5% | +66.5% | -31.0% | -3.2% |
| 5Y | +25.8% | +29.0% | -3.2% | +2.2% |
| 10Y | +250.7% | +329.8% | -79.1% | +44.0% |
| All | +250.7% | +333.6% | -82.8% | +44.0% |
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 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