+342.5%
RCL vs DOV
+286.8%
+55.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -0.2% |
| 7D | -2.2% | +1.3% | -3.5% | -3.4% |
| 30D | -15.7% | -8.6% | -7.0% | -8.2% |
| 3M | -8.0% | -13.1% | +5.2% | +4.1% |
| 6M | -10.1% | -8.8% | -1.3% | -3.2% |
| YTD | -5.9% | -1.2% | -4.7% | -7.0% |
| 1Y | -23.5% | +10.7% | -34.2% | -32.7% |
| 3Y | +174.4% | +39.3% | +135.1% | +89.1% |
| 5Y | +227.1% | +16.4% | +210.7% | +166.5% |
| 10Y | +342.5% | +302.5% | +40.0% | +83.2% |
| All | +342.5% | +286.8% | +55.7% | +83.2% |
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