+119.2%
ORLY vs DOV
+14.8%
+104.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.2% |
| 7D | -2.4% | -2.0% | -0.4% | -1.9% |
| 30D | -6.8% | -8.9% | +2.1% | -4.8% |
| 3M | -4.8% | -13.3% | +8.5% | -1.8% |
| 6M | -9.1% | -9.7% | +0.6% | -7.4% |
| YTD | -5.9% | -2.5% | -3.5% | -6.1% |
| 1Y | -20.4% | +7.2% | -27.6% | -22.5% |
| 3Y | +36.6% | +39.4% | -2.8% | +19.7% |
| All | +119.2% | +14.8% | +104.3% | +104.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling