+9,714.3%
CSX vs DOV
+6,322.5%
+3,391.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.0% | -3.7% |
| 7D | -5.5% | -1.9% | -3.6% | -4.7% |
| 30D | +4.9% | +8.3% | -3.3% | +0.2% |
| 3M | -2.9% | -3.1% | +0.2% | -1.5% |
| 6M | +8.3% | -9.8% | +18.2% | +13.2% |
| YTD | +36.7% | +5.2% | +31.6% | +31.0% |
| 1Y | +41.5% | +15.3% | +26.2% | +28.8% |
| 3Y | +68.6% | +58.8% | +9.9% | +25.7% |
| 5Y | +48.4% | +26.6% | +21.9% | +23.2% |
| 10Y | +446.6% | +351.6% | +95.0% | +126.4% |
| All | +9,714.3% | +6,322.5% | +3,391.8% | +1,065.9% |
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