+67.8%
CSX vs DOV
+17.7%
+50.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | -0.1% | +0.4% |
| 7D | -3.4% | -2.7% | -0.7% | -2.1% |
| 30D | -3.1% | -8.1% | +5.0% | +0.8% |
| 3M | +7.2% | -9.4% | +16.6% | +11.5% |
| 6M | +16.2% | -12.6% | +28.8% | +22.9% |
| YTD | +37.5% | -0.5% | +38.0% | +36.3% |
| 1Y | +53.2% | +9.2% | +44.0% | +44.2% |
| 3Y | +68.2% | +34.1% | +34.1% | +39.4% |
| All | +67.8% | +17.7% | +50.1% | +42.2% |
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