+65.9%
LSCC vs DOV
+18.0%
+47.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -1.8% |
| 7D | +5.0% | -0.7% | +5.8% | +6.2% |
| 30D | -11.7% | +12.3% | -24.0% | -21.5% |
| 3M | -13.3% | +1.2% | -14.5% | -14.0% |
| 6M | -12.5% | -3.1% | -9.5% | -9.6% |
| YTD | +51.2% | +9.4% | +41.8% | +39.7% |
| 1Y | +65.9% | +17.6% | +48.3% | +39.8% |
| All | +65.9% | +18.0% | +47.9% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 1y: compounded portfolio wealth divided by compounded DOV 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…
1y analysis · Full analysis span regression · 6 months rolling