+16.7%
DOV vs SCCO
+304.9%
-288.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -7.2% | +5.1% | -0.3% |
| 7D | -1.9% | -2.7% | +0.8% | -1.3% |
| 30D | -9.9% | -0.2% | -9.7% | -10.1% |
| 3M | -12.1% | +17.8% | -29.9% | -16.3% |
| 6M | -10.4% | +2.3% | -12.7% | -12.3% |
| YTD | -3.3% | +41.6% | -44.9% | -14.8% |
| 1Y | +7.8% | +101.9% | -94.1% | -15.0% |
| 3Y | +36.3% | +186.2% | -149.8% | -7.0% |
| All | +16.7% | +304.9% | -288.2% | -30.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling