+217.2%
CVX vs DOV
+296.6%
-79.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.7% |
| 7D | +0.7% | -1.9% | +2.6% | +1.7% |
| 30D | +9.1% | -9.9% | +19.0% | +15.3% |
| 3M | +13.1% | -12.1% | +25.2% | +20.1% |
| 6M | +16.3% | -10.4% | +26.7% | +20.6% |
| YTD | +43.5% | -3.3% | +46.8% | +41.5% |
| 1Y | +40.2% | +7.8% | +32.4% | +28.5% |
| 3Y | +44.2% | +36.3% | +7.9% | +9.9% |
| 5Y | +170.6% | +14.8% | +155.8% | +123.8% |
| All | +217.2% | +296.6% | -79.4% | +33.1% |
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