-6.4%
SBUX vs DOV
+13.3%
-19.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.3% |
| 3M | +1.0% | -12.1% | +13.2% | +7.4% |
| 6M | -0.4% | -10.4% | +10.0% | +4.1% |
| YTD | +20.0% | -3.3% | +23.3% | +19.7% |
| 1Y | +22.8% | +7.8% | +15.0% | +14.6% |
| 3Y | +12.3% | +36.3% | -24.0% | -10.3% |
| 5Y | -6.4% | +14.8% | -21.2% | -21.1% |
| All | -6.4% | +13.3% | -19.7% | -21.1% |
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