+292.2%
DOV vs CPAY
+155.2%
+137.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -2.0% | -2.0% | 0.0% | -1.2% |
| 30D | -8.9% | -0.4% | -8.5% | -8.9% |
| 3M | -13.3% | +16.4% | -29.6% | -19.2% |
| 6M | -9.7% | +23.5% | -33.2% | -18.9% |
| YTD | -2.5% | +35.7% | -38.1% | -17.0% |
| 1Y | +7.2% | +30.2% | -22.9% | -7.6% |
| 3Y | +39.4% | +49.7% | -10.3% | +10.5% |
| 5Y | +15.8% | +56.6% | -40.7% | -12.4% |
| All | +292.2% | +155.2% | +137.0% | +145.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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