+15,835.0%
OKE vs DOV
+5,930.9%
+9,904.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -0.9% |
| 7D | -0.2% | +1.3% | -1.5% | -0.8% |
| 30D | +6.1% | -8.6% | +14.7% | +10.6% |
| 3M | +10.4% | -13.1% | +23.6% | +17.0% |
| 6M | +14.2% | -8.8% | +23.0% | +17.2% |
| YTD | +35.3% | -1.2% | +36.6% | +33.2% |
| 1Y | +40.6% | +10.7% | +29.9% | +30.4% |
| 3Y | +72.2% | +39.3% | +32.9% | +41.5% |
| 5Y | +139.6% | +16.4% | +123.2% | +112.2% |
| 10Y | +259.1% | +302.5% | -43.4% | +94.0% |
| All | +15,835.0% | +5,930.9% | +9,904.1% | +3,924.5% |
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 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