+46.3%
LYB vs DOV
+300.2%
-253.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.6% |
| 7D | +0.3% | -2.0% | +2.3% | +1.7% |
| 30D | +2.5% | -8.9% | +11.4% | +9.6% |
| 3M | +1.4% | -13.3% | +14.6% | +11.1% |
| 6M | -3.5% | -9.7% | +6.2% | -0.2% |
| YTD | +52.0% | -2.5% | +54.4% | +47.5% |
| 1Y | +22.1% | +7.2% | +14.8% | +8.8% |
| 3Y | -22.8% | +39.4% | -62.2% | -46.1% |
| 5Y | -3.4% | +15.8% | -19.2% | -23.4% |
| All | +46.3% | +300.2% | -253.9% | -51.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling