-2.1%
XLC vs DOV
+10.4%
-12.5%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.4% |
| 7D | -1.4% | +1.3% | -2.7% | -1.6% |
| 30D | -0.9% | -8.6% | +7.8% | 0.0% |
| 3M | -0.3% | -13.1% | +12.8% | +1.0% |
| 6M | -5.2% | -8.8% | +3.6% | -4.6% |
| YTD | -5.3% | -1.2% | -4.1% | -5.6% |
| All | -2.1% | +10.4% | -12.5% | -3.0% |
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