+1,024.7%
XLE vs DOV
+1,322.3%
-297.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.4% |
| 7D | +2.2% | -2.7% | +4.9% | +3.6% |
| 30D | +11.8% | -8.1% | +19.9% | +16.7% |
| 3M | +9.8% | -9.4% | +19.2% | +14.5% |
| 6M | +15.6% | -12.6% | +28.2% | +21.6% |
| YTD | +45.3% | -0.5% | +45.7% | +42.2% |
| 1Y | +48.3% | +9.2% | +39.1% | +37.3% |
| 3Y | +55.4% | +34.1% | +21.3% | +26.2% |
| 5Y | +216.1% | +17.3% | +198.8% | +169.8% |
| 10Y | +178.4% | +284.9% | -106.5% | +26.9% |
| All | +1,024.7% | +1,322.3% | -297.6% | +166.0% |
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 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