+58.1%
CSX vs DOV
+29.3%
+28.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | +8.7% | +11.3% | -2.6% | +3.1% |
| 3M | +4.2% | +2.2% | +2.0% | +2.9% |
| 6M | +16.7% | -2.9% | +19.6% | +17.2% |
| YTD | +44.5% | +9.6% | +34.9% | +36.4% |
| 1Y | +50.3% | +16.7% | +33.6% | +37.5% |
| 3Y | +76.3% | +66.9% | +9.4% | +30.4% |
| 5Y | +58.1% | +32.0% | +26.1% | +26.4% |
| All | +58.1% | +29.3% | +28.8% | +26.4% |
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