+130.0%
CVX vs DOV
+29.1%
+100.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | +3.4% | +3.0% | +0.4% | +2.5% |
| 30D | -1.0% | +8.6% | -9.6% | -3.6% |
| 3M | +12.2% | +1.9% | +10.3% | +11.3% |
| 6M | +20.3% | -1.7% | +22.0% | +19.9% |
| YTD | +48.3% | +8.3% | +40.0% | +41.3% |
| 1Y | +46.9% | +16.6% | +30.3% | +35.9% |
| 3Y | +73.1% | +65.1% | +8.0% | +36.2% |
| All | +130.0% | +29.1% | +100.9% | +86.0% |
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