+330.2%
RCL vs DOV
+324.7%
+5.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.4% | -2.5% | -2.6% |
| 7D | -0.2% | +3.4% | -3.6% | -3.4% |
| 30D | +14.4% | +8.8% | +5.6% | +5.4% |
| 3M | +5.2% | +0.9% | +4.2% | +3.8% |
| 6M | +26.1% | -2.8% | +29.0% | +27.8% |
| YTD | +17.4% | +8.1% | +9.3% | +6.0% |
| 1Y | +24.7% | +15.2% | +9.4% | +6.0% |
| 3Y | +250.9% | +64.5% | +186.4% | +102.7% |
| 5Y | +293.8% | +28.9% | +265.0% | +189.5% |
| All | +330.2% | +324.7% | +5.5% | +65.0% |
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