-61.5%
CSGP vs DOV
+24.1%
-85.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.7% | +3.1% | +0.5% |
| 7D | +13.9% | -3.7% | +17.6% | +15.7% |
| 30D | +16.0% | +5.6% | +10.4% | +12.9% |
| 3M | +6.1% | -3.5% | +9.6% | +7.4% |
| 6M | -8.2% | -8.9% | +0.7% | -5.5% |
| YTD | -52.3% | +4.5% | -56.9% | -55.0% |
| 1Y | -54.5% | +13.9% | -68.4% | -59.1% |
| 3Y | -58.6% | +55.9% | -114.5% | -70.7% |
| 5Y | -61.5% | +25.8% | -87.3% | -69.2% |
| All | -61.5% | +24.1% | -85.6% | -69.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling