+142.5%
XLC vs DOV
+187.9%
-45.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.6% |
| 7D | -0.8% | -2.7% | +1.8% | +0.3% |
| 30D | +1.0% | -8.1% | +9.1% | +4.8% |
| 3M | -0.7% | -9.4% | +8.7% | +3.1% |
| 6M | -5.1% | -12.6% | +7.5% | -0.4% |
| YTD | -4.3% | -0.5% | -3.8% | -5.7% |
| 1Y | -0.6% | +9.2% | -9.8% | -6.7% |
| 3Y | +72.7% | +34.1% | +38.6% | +43.1% |
| 5Y | +38.0% | +17.3% | +20.7% | +19.9% |
| All | +142.5% | +187.9% | -45.4% | +40.8% |
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