+4,683.6%
CVX vs DOV
+5,976.9%
-1,293.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.7% |
| 7D | +3.3% | -2.7% | +6.0% | +4.4% |
| 30D | +12.9% | -8.1% | +21.0% | +16.6% |
| 3M | +11.7% | -9.4% | +21.1% | +15.3% |
| 6M | +14.1% | -12.6% | +26.8% | +18.6% |
| YTD | +40.7% | -0.5% | +41.2% | +38.3% |
| 1Y | +37.5% | +9.2% | +28.2% | +29.6% |
| 3Y | +43.9% | +34.1% | +9.8% | +22.7% |
| 5Y | +161.5% | +17.3% | +144.2% | +131.7% |
| 10Y | +215.1% | +284.9% | -69.8% | +77.6% |
| All | +4,683.6% | +5,976.9% | -1,293.3% | +1,177.3% |
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