+148.6%
CVE vs DOV
+325.7%
-177.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.4% | +0.5% |
| 7D | +5.9% | +3.0% | +2.9% | +3.5% |
| 30D | -10.9% | +8.6% | -19.4% | -16.6% |
| 3M | -4.5% | +1.9% | -6.4% | -6.6% |
| 6M | -1.0% | -1.7% | +0.7% | -2.6% |
| YTD | +74.7% | +8.3% | +66.4% | +56.2% |
| 1Y | +65.8% | +16.6% | +49.3% | +39.1% |
| 3Y | +73.2% | +65.1% | +8.1% | +3.8% |
| 5Y | +155.6% | +29.2% | +126.4% | +83.5% |
| All | +148.6% | +325.7% | -177.1% | -38.1% |
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