+38.2%
DOV vs SCCO
+178.0%
-139.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -7.2% | +5.1% | -0.4% |
| 7D | -1.9% | -2.7% | +0.8% | -1.4% |
| 30D | -9.9% | -0.2% | -9.7% | -10.1% |
| 3M | -12.1% | +17.8% | -29.9% | -15.8% |
| 6M | -10.4% | +2.3% | -12.7% | -12.2% |
| YTD | -3.3% | +41.6% | -44.9% | -14.1% |
| 1Y | +7.8% | +101.9% | -94.1% | -13.9% |
| All | +38.2% | +178.0% | -139.8% | -6.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling