+89.9%
CVE vs DOV
+821.2%
-731.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -2.0% |
| 7D | +2.5% | -2.7% | +5.2% | +4.4% |
| 30D | +16.7% | -8.1% | +24.8% | +24.0% |
| 3M | +9.3% | -9.4% | +18.7% | +15.3% |
| 6M | +43.6% | -12.6% | +56.2% | +53.3% |
| YTD | +93.6% | -0.5% | +94.1% | +86.2% |
| 1Y | +98.8% | +9.2% | +89.5% | +75.9% |
| 3Y | +73.6% | +34.1% | +39.5% | +26.9% |
| 5Y | +312.5% | +17.3% | +295.2% | +225.8% |
| 10Y | +161.0% | +284.9% | -123.9% | -16.1% |
| All | +89.9% | +821.2% | -731.3% | -69.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling