+98.8%
CVE vs DOV
+11.5%
+87.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -1.2% |
| 7D | +2.5% | -2.7% | +5.2% | +2.4% |
| 30D | +16.7% | -8.1% | +24.8% | +16.2% |
| 3M | +9.3% | -9.4% | +18.7% | +8.7% |
| 6M | +43.6% | -12.6% | +56.2% | +44.1% |
| YTD | +93.6% | -0.5% | +94.1% | +90.8% |
| 1Y | +98.8% | +9.2% | +89.5% | +95.8% |
| All | +98.8% | +11.5% | +87.2% | +95.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling