-69.3%
CPNG vs DOV
+52.1%
-121.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.6% |
| 7D | -1.1% | -2.0% | +0.9% | -0.1% |
| 30D | -7.4% | -8.9% | +1.5% | -2.7% |
| 3M | -12.3% | -13.3% | +0.9% | -6.3% |
| 6M | -19.4% | -9.7% | -9.8% | -16.2% |
| YTD | -35.9% | -2.5% | -33.5% | -36.5% |
| 1Y | -53.4% | +7.2% | -60.6% | -56.7% |
| 3Y | -20.0% | +39.4% | -59.4% | -40.2% |
| 5Y | -49.6% | +15.8% | -65.4% | -62.8% |
| All | -69.3% | +52.1% | -121.4% | -69.5% |
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