+30.8%
RCL vs DOV
+18.0%
+12.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.1% |
| 7D | +8.5% | -0.7% | +9.3% | +8.9% |
| 30D | +20.4% | +12.3% | +8.1% | +12.4% |
| 3M | +11.0% | +1.2% | +9.8% | +10.4% |
| 6M | +24.9% | -3.1% | +27.9% | +27.3% |
| YTD | +23.9% | +9.4% | +14.5% | +12.9% |
| 1Y | +30.8% | +17.6% | +13.2% | +7.5% |
| All | +30.8% | +18.0% | +12.9% | +7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling