+412.6%
CSX vs DOV
+361.0%
+51.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.5% | -1.7% | 0.0% |
| 7D | -2.2% | -1.4% | -0.9% | -1.5% |
| 30D | +6.8% | +12.8% | -6.0% | -1.1% |
| 3M | +0.7% | +1.1% | -0.5% | -0.4% |
| 6M | +13.3% | -2.6% | +15.9% | +13.4% |
| YTD | +40.5% | +9.9% | +30.6% | +30.0% |
| 1Y | +44.7% | +19.3% | +25.4% | +26.8% |
| 3Y | +74.5% | +68.4% | +6.1% | +17.4% |
| 5Y | +52.0% | +29.1% | +22.9% | +19.7% |
| 10Y | +412.6% | +340.2% | +72.5% | +84.6% |
| All | +412.6% | +361.0% | +51.7% | +84.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling