+361.0%
ORLY vs DOV
+300.2%
+60.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | 0.0% |
| 7D | -2.4% | -2.0% | -0.4% | -1.6% |
| 30D | -6.8% | -8.9% | +2.1% | -3.4% |
| 3M | -4.8% | -13.3% | +8.5% | +0.2% |
| 6M | -9.1% | -9.7% | +0.6% | -6.3% |
| YTD | -5.9% | -2.5% | -3.5% | -6.3% |
| 1Y | -20.4% | +7.2% | -27.6% | -24.0% |
| 3Y | +36.6% | +39.4% | -2.8% | +12.3% |
| 5Y | +117.3% | +15.8% | +101.5% | +91.2% |
| All | +361.0% | +300.2% | +60.9% | +142.3% |
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