+130.1%
CVE vs DOV
+361.0%
-230.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.5% | -4.0% | -2.8% |
| 7D | -10.1% | -1.4% | -8.7% | -9.3% |
| 30D | -12.1% | +12.8% | -24.9% | -20.0% |
| 3M | -1.9% | +1.1% | -3.0% | -3.5% |
| 6M | -1.8% | -2.6% | +0.8% | -2.7% |
| YTD | +65.8% | +9.9% | +55.9% | +46.7% |
| 1Y | +60.8% | +19.3% | +41.5% | +32.7% |
| 3Y | +70.1% | +68.4% | +1.7% | +0.6% |
| 5Y | +134.8% | +29.1% | +105.6% | +69.2% |
| 10Y | +130.1% | +340.2% | -210.1% | -42.8% |
| All | +130.1% | +361.0% | -230.9% | -42.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling