+62.8%
CVE vs DOV
+867.5%
-804.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.7% | +2.0% | +0.8% |
| 7D | -14.1% | -3.7% | -10.4% | -11.9% |
| 30D | -11.6% | +5.6% | -17.2% | -15.5% |
| 3M | 0.0% | -3.5% | +3.5% | +1.9% |
| 6M | -8.4% | -8.9% | +0.5% | -4.6% |
| YTD | +65.9% | +4.5% | +61.4% | +53.0% |
| 1Y | +69.4% | +13.9% | +55.5% | +45.7% |
| 3Y | +55.9% | +55.9% | 0.0% | +1.0% |
| 5Y | +146.2% | +25.8% | +120.4% | +83.5% |
| 10Y | +140.6% | +348.8% | -208.1% | -31.0% |
| All | +62.8% | +867.5% | -804.7% | -75.3% |
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 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