+192.9%
XOM vs DOV
+300.2%
-107.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | 0.0% |
| 7D | +4.1% | -2.0% | +6.1% | +5.0% |
| 30D | +4.6% | -8.9% | +13.5% | +9.1% |
| 3M | +14.0% | -13.3% | +27.2% | +20.8% |
| 6M | +11.0% | -9.7% | +20.6% | +14.1% |
| YTD | +40.7% | -2.5% | +43.2% | +38.5% |
| 1Y | +52.3% | +7.2% | +45.1% | +42.0% |
| 3Y | +60.5% | +39.4% | +21.1% | +25.4% |
| 5Y | +266.4% | +15.8% | +250.6% | +209.8% |
| All | +192.9% | +300.2% | -107.3% | +39.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling