+8.9%
CRCL vs DOV
+7.7%
+1.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | 0.0% |
| 7D | -11.2% | -2.0% | -9.2% | -10.7% |
| 30D | +27.1% | -8.9% | +36.0% | +30.4% |
| 3M | +9.6% | -13.3% | +22.9% | +13.5% |
| 6M | -19.7% | -9.7% | -10.0% | -19.0% |
| YTD | +14.2% | -2.5% | +16.7% | +7.9% |
| 1Y | -32.2% | +7.2% | -39.5% | -40.0% |
| All | +8.9% | +7.7% | +1.2% | +12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling