-58.4%
CSGP vs DOV
+56.2%
-114.5%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.7% | +3.1% | -0.4% |
| 7D | +13.9% | -3.7% | +17.6% | +15.0% |
| 30D | +16.0% | +5.6% | +10.4% | +14.1% |
| 3M | +6.1% | -3.5% | +9.6% | +6.9% |
| 6M | -8.2% | -8.9% | +0.7% | -6.4% |
| YTD | -52.3% | +4.5% | -56.9% | -54.5% |
| 1Y | -54.5% | +13.9% | -68.4% | -58.3% |
| All | -58.4% | +56.2% | -114.5% | -70.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling