+62.6%
CSGP vs DOV
+333.4%
-270.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -7.1% | -0.1% | -7.0% | -7.1% |
| 30D | +3.6% | +11.3% | -7.7% | -1.4% |
| 3M | -2.7% | +2.2% | -4.9% | -4.0% |
| 6M | -8.0% | -2.9% | -5.1% | -8.1% |
| YTD | -55.0% | +9.6% | -64.6% | -58.0% |
| 1Y | -55.8% | +16.7% | -72.4% | -60.0% |
| 3Y | -62.0% | +66.9% | -128.9% | -71.8% |
| 5Y | -62.9% | +32.0% | -94.9% | -69.6% |
| 10Y | +62.6% | +334.8% | -272.1% | -4.5% |
| All | +62.6% | +333.4% | -270.8% | -4.5% |
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