+73.5%
CSX vs DOV
+66.8%
+6.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.6% | +1.4% |
| 7D | +0.7% | -0.7% | +1.4% | +1.0% |
| 30D | +8.1% | +12.3% | -4.2% | +2.9% |
| 3M | +2.2% | +1.2% | +1.0% | +1.5% |
| 6M | +14.6% | -3.1% | +17.7% | +15.2% |
| YTD | +42.2% | +9.4% | +32.8% | +35.3% |
| 1Y | +47.3% | +17.6% | +29.7% | +35.6% |
| 3Y | +73.5% | +66.5% | +7.0% | +34.0% |
| All | +73.5% | +66.8% | +6.8% | +34.0% |
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