+1.2%
OXY vs DOV
+35.8%
-34.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.8% |
| 7D | +1.4% | -1.9% | +3.3% | +1.9% |
| 30D | +4.0% | -9.9% | +13.9% | +7.0% |
| 3M | +7.6% | -12.1% | +19.7% | +11.0% |
| 6M | +16.2% | -10.4% | +26.6% | +17.7% |
| YTD | +50.8% | -3.3% | +54.1% | +47.1% |
| 1Y | +34.7% | +7.8% | +26.9% | +24.1% |
| All | +1.2% | +35.8% | -34.6% | -17.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling