-59.7%
CSGP vs DOV
+67.7%
-127.5%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.5% | -2.2% | +1.1% |
| 7D | -1.8% | -1.4% | -0.5% | -1.5% |
| 30D | +5.3% | +12.8% | -7.5% | +1.7% |
| 3M | +3.3% | +1.1% | +2.2% | +2.8% |
| 6M | -4.7% | -2.6% | -2.0% | -4.7% |
| YTD | -53.5% | +9.9% | -63.4% | -56.2% |
| 1Y | -53.7% | +19.3% | -73.0% | -58.1% |
| 3Y | -59.7% | +68.4% | -128.1% | -73.0% |
| All | -59.7% | +67.7% | -127.5% | -73.0% |
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 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