+258.5%
OKE vs DOV
+300.2%
-41.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.3% |
| 7D | +1.2% | -2.0% | +3.2% | +2.7% |
| 30D | +4.5% | -8.9% | +13.4% | +11.3% |
| 3M | +9.6% | -13.3% | +22.9% | +19.5% |
| 6M | +15.4% | -9.7% | +25.0% | +20.1% |
| YTD | +36.5% | -2.5% | +38.9% | +33.2% |
| 1Y | +39.0% | +7.2% | +31.7% | +25.1% |
| 3Y | +74.3% | +39.4% | +34.9% | +22.9% |
| 5Y | +141.2% | +15.8% | +125.4% | +92.3% |
| All | +258.5% | +300.2% | -41.7% | +32.9% |
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