+3,264.4%
CSGP vs DOV
+1,266.8%
+1,997.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.4% | -2.9% |
| 7D | -4.1% | -2.7% | -1.4% | -2.9% |
| 30D | +2.3% | -8.1% | +10.4% | +6.3% |
| 3M | -8.2% | -9.4% | +1.2% | -4.8% |
| 6M | -35.1% | -12.6% | -22.5% | -32.1% |
| YTD | -54.0% | -0.5% | -53.6% | -54.9% |
| 1Y | -65.3% | +9.2% | -74.6% | -67.6% |
| 3Y | -62.6% | +34.1% | -96.7% | -68.7% |
| 5Y | -64.8% | +17.3% | -82.1% | -68.9% |
| 10Y | +45.1% | +284.9% | -239.8% | -29.9% |
| All | +3,264.4% | +1,266.8% | +1,997.6% | +749.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling