+1,359.2%
OXY vs DOV
+5,803.3%
-4,444.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.8% |
| 7D | +0.9% | -1.9% | +2.8% | +1.9% |
| 30D | +3.6% | -9.9% | +13.4% | +8.9% |
| 3M | +7.1% | -12.1% | +19.2% | +13.1% |
| 6M | +15.7% | -10.4% | +26.1% | +19.4% |
| YTD | +50.1% | -3.3% | +53.5% | +48.6% |
| 1Y | +34.1% | +7.8% | +26.3% | +24.8% |
| 3Y | -1.5% | +36.3% | -37.8% | -19.9% |
| 5Y | +162.0% | +14.8% | +147.2% | +127.2% |
| 10Y | +5.1% | +294.0% | -288.9% | -47.0% |
| All | +1,359.2% | +5,803.3% | -4,444.1% | +191.5% |
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