+62.9%
XLC vs DOV
+66.8%
-3.9%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +0.5% |
| 7D | +6.2% | -0.7% | +7.0% | +6.4% |
| 30D | -2.4% | +12.3% | -14.6% | -5.5% |
| 3M | -3.3% | +1.2% | -4.5% | -3.7% |
| 6M | -7.3% | -3.1% | -4.2% | -6.9% |
| YTD | -7.6% | +9.4% | -17.0% | -11.3% |
| 1Y | -3.7% | +17.6% | -21.3% | -9.9% |
| 3Y | +62.9% | +66.5% | -3.6% | +36.3% |
| All | +62.9% | +66.8% | -3.9% | +36.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling