+328.2%
DOV vs CPB
-40.8%
+368.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.3% |
| 7D | +3.4% | -5.8% | +9.2% | +4.2% |
| 30D | +8.8% | +16.5% | -7.6% | +6.5% |
| 3M | +0.9% | -1.1% | +2.0% | +0.8% |
| 6M | -2.8% | +11.5% | -14.3% | -4.9% |
| YTD | +8.1% | -15.7% | +23.8% | +10.0% |
| 1Y | +15.2% | -24.7% | +39.9% | +19.3% |
| 3Y | +64.5% | -37.3% | +101.8% | +73.2% |
| 5Y | +28.9% | -35.0% | +63.9% | +33.5% |
| All | +328.2% | -40.8% | +368.9% | +355.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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