+172.2%
CVX vs DOV
+16.3%
+155.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +2.4% |
| 7D | +1.0% | +1.3% | -0.4% | +0.5% |
| 30D | +10.7% | -8.6% | +19.3% | +13.6% |
| 3M | +15.5% | -13.1% | +28.6% | +20.0% |
| 6M | +14.9% | -8.8% | +23.7% | +16.6% |
| YTD | +44.2% | -1.2% | +45.4% | +41.5% |
| 1Y | +43.5% | +10.7% | +32.8% | +34.3% |
| 3Y | +45.0% | +39.3% | +5.7% | +21.3% |
| 5Y | +172.2% | +16.4% | +155.7% | +137.2% |
| All | +172.2% | +16.3% | +155.8% | +137.2% |
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