+292.2%
DOV vs SCCO
+1,104.1%
-811.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -2.0% | -2.7% | +0.7% | -1.2% |
| 30D | -8.9% | -0.7% | -8.2% | -9.1% |
| 3M | -13.3% | +8.1% | -21.3% | -16.2% |
| 6M | -9.7% | +4.1% | -13.8% | -12.8% |
| YTD | -2.5% | +41.1% | -43.6% | -16.9% |
| 1Y | +7.2% | +95.6% | -88.3% | -19.5% |
| 3Y | +39.4% | +179.3% | -139.8% | -12.6% |
| 5Y | +15.8% | +308.3% | -292.5% | -40.1% |
| All | +292.2% | +1,104.1% | -811.9% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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