+4,942.5%
CVX vs DOV
+6,514.7%
-1,572.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | +3.4% | +3.0% | +0.4% | +2.1% |
| 30D | -1.0% | +8.6% | -9.6% | -4.5% |
| 3M | +12.2% | +1.9% | +10.3% | +10.9% |
| 6M | +20.3% | -1.7% | +22.0% | +19.7% |
| YTD | +48.3% | +8.3% | +40.0% | +40.5% |
| 1Y | +46.9% | +16.6% | +30.3% | +34.9% |
| 3Y | +73.1% | +65.1% | +8.0% | +35.3% |
| 5Y | +135.2% | +29.2% | +106.1% | +100.1% |
| 10Y | +214.4% | +329.7% | -115.3% | +69.8% |
| All | +4,942.5% | +6,514.7% | -1,572.2% | +1,197.4% |
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