+11.7%
CRCL vs DOV
+9.0%
+2.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -2.8% |
| 7D | +4.9% | +1.3% | +3.6% | +4.5% |
| 30D | +38.7% | -8.6% | +47.3% | +42.1% |
| 3M | +14.7% | -13.1% | +27.8% | +18.6% |
| 6M | -16.9% | -8.8% | -8.0% | -16.4% |
| YTD | +17.3% | -1.2% | +18.5% | +10.3% |
| 1Y | -21.2% | +10.7% | -31.9% | -31.4% |
| All | +11.7% | +9.0% | +2.7% | +14.9% |
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