-55.7%
CSGP vs DOV
+17.3%
-73.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.5% | -2.9% |
| 7D | -3.2% | -0.7% | -2.4% | -3.3% |
| 30D | +2.2% | +12.3% | -10.0% | +3.2% |
| 3M | -3.7% | +1.2% | -4.8% | -3.6% |
| 6M | -7.4% | -3.1% | -4.4% | -8.0% |
| YTD | -54.9% | +9.4% | -64.3% | -56.5% |
| All | -55.7% | +17.3% | -73.0% | -59.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling