+135.5%
CVE vs DOV
+333.6%
-198.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.6% |
| 7D | -10.0% | -0.7% | -9.3% | -9.6% |
| 30D | -11.9% | +12.3% | -24.1% | -19.5% |
| 3M | -5.9% | +1.2% | -7.1% | -7.5% |
| 6M | -1.6% | -3.1% | +1.5% | -2.1% |
| YTD | +66.3% | +9.4% | +56.9% | +47.6% |
| 1Y | +57.5% | +17.6% | +39.9% | +31.3% |
| 3Y | +65.4% | +66.5% | -1.1% | -1.4% |
| 5Y | +144.2% | +29.0% | +115.2% | +75.8% |
| 10Y | +135.5% | +329.8% | -194.3% | -41.3% |
| All | +135.5% | +333.6% | -198.1% | -41.3% |
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