+125.0%
SBUX vs DOV
+296.6%
-171.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | +0.3% |
| 7D | -6.2% | -1.9% | -4.3% | -5.3% |
| 30D | -6.4% | -9.9% | +3.4% | -1.2% |
| 3M | +1.0% | -12.1% | +13.2% | +7.5% |
| 6M | -0.4% | -10.4% | +10.0% | +4.3% |
| YTD | +20.0% | -3.3% | +23.3% | +20.2% |
| 1Y | +22.8% | +7.8% | +15.0% | +15.3% |
| 3Y | +12.3% | +36.3% | -24.0% | -8.5% |
| 5Y | -6.4% | +14.8% | -21.2% | -17.8% |
| All | +125.0% | +296.6% | -171.6% | +21.7% |
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