+5,843.1%
RCL vs DOV
+4,564.6%
+1,278.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.5% | -1.5% | -0.3% |
| 7D | +5.0% | -1.4% | +6.3% | +5.9% |
| 30D | +19.4% | +12.8% | +6.6% | +9.2% |
| 3M | +5.9% | +1.1% | +4.8% | +4.8% |
| 6M | +23.8% | -2.6% | +26.4% | +25.1% |
| YTD | +22.8% | +9.9% | +12.9% | +12.8% |
| 1Y | +34.3% | +19.3% | +14.9% | +16.3% |
| 3Y | +276.4% | +68.4% | +208.1% | +151.1% |
| 5Y | +281.6% | +29.1% | +252.4% | +212.1% |
| 10Y | +379.0% | +340.2% | +38.8% | +78.0% |
| All | +5,843.1% | +4,564.6% | +1,278.6% | +802.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling