+239.6%
RCL vs DOV
+18.8%
+220.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.9% |
| 7D | -5.1% | -2.7% | -2.4% | -2.9% |
| 30D | -19.0% | -8.1% | -10.9% | -13.1% |
| 3M | -9.6% | -9.4% | -0.2% | -2.5% |
| 6M | -6.7% | -12.6% | +5.9% | +3.5% |
| YTD | -3.9% | -0.5% | -3.4% | -5.5% |
| 1Y | -25.1% | +9.2% | -34.3% | -32.5% |
| 3Y | +179.1% | +34.1% | +145.0% | +105.4% |
| All | +239.6% | +18.8% | +220.8% | +163.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling