+320.2%
CVE vs DOV
+17.7%
+302.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -1.8% |
| 7D | +2.5% | -2.7% | +5.2% | +3.7% |
| 30D | +16.7% | -8.1% | +24.8% | +21.3% |
| 3M | +9.3% | -9.4% | +18.7% | +13.1% |
| 6M | +43.6% | -12.6% | +56.2% | +50.2% |
| YTD | +93.6% | -0.5% | +94.1% | +87.7% |
| 1Y | +98.8% | +9.2% | +89.5% | +81.5% |
| 3Y | +73.6% | +34.1% | +39.5% | +38.3% |
| All | +320.2% | +17.7% | +302.4% | +248.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling