+632.8%
LYB vs DOV
+632.9%
0.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.6% |
| 7D | +0.3% | -2.0% | +2.3% | +1.8% |
| 30D | +2.5% | -8.9% | +11.4% | +9.8% |
| 3M | +1.4% | -13.3% | +14.6% | +11.4% |
| 6M | -3.5% | -9.7% | +6.2% | 0.0% |
| YTD | +52.0% | -2.5% | +54.4% | +47.8% |
| 1Y | +22.1% | +7.2% | +14.8% | +9.0% |
| 3Y | -22.8% | +39.4% | -62.2% | -45.7% |
| 5Y | -3.4% | +15.8% | -19.2% | -23.2% |
| 10Y | +47.4% | +297.5% | -250.1% | -57.1% |
| All | +632.8% | +632.9% | 0.0% | +35.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling