+375.0%
RCL vs DOV
+333.6%
+41.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.3% |
| 7D | +8.5% | -0.7% | +9.3% | +9.1% |
| 30D | +20.4% | +12.3% | +8.1% | +7.7% |
| 3M | +11.0% | +1.2% | +9.8% | +9.3% |
| 6M | +24.9% | -3.1% | +27.9% | +26.8% |
| YTD | +23.9% | +9.4% | +14.5% | +10.6% |
| 1Y | +30.8% | +17.6% | +13.2% | +9.0% |
| 3Y | +270.4% | +66.5% | +203.9% | +111.5% |
| 5Y | +296.1% | +29.0% | +267.1% | +191.0% |
| 10Y | +375.0% | +329.8% | +45.2% | +81.2% |
| All | +375.0% | +333.6% | +41.5% | +81.2% |
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