+6.4%
OXY vs DOV
+300.2%
-293.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.1% |
| 7D | +2.8% | -2.0% | +4.8% | +4.1% |
| 30D | +5.5% | -8.9% | +14.4% | +11.8% |
| 3M | +11.3% | -13.3% | +24.6% | +20.7% |
| 6M | +11.6% | -9.7% | +21.3% | +15.2% |
| YTD | +51.6% | -2.5% | +54.0% | +47.3% |
| 1Y | +36.2% | +7.2% | +29.0% | +22.5% |
| 3Y | +1.7% | +39.4% | -37.7% | -27.8% |
| 5Y | +164.5% | +15.8% | +148.6% | +108.6% |
| All | +6.4% | +300.2% | -293.7% | -58.9% |
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