+4,391.7%
XOM vs DOV
+5,930.9%
-1,539.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.9% | +2.9% |
| 7D | 0.0% | +1.3% | -1.3% | -0.5% |
| 30D | +3.4% | -8.6% | +12.1% | +6.9% |
| 3M | +11.0% | -13.1% | +24.1% | +16.2% |
| 6M | +10.6% | -8.8% | +19.4% | +12.9% |
| YTD | +39.2% | -1.2% | +40.4% | +37.5% |
| 1Y | +52.7% | +10.7% | +42.0% | +43.8% |
| 3Y | +56.8% | +39.3% | +17.5% | +32.8% |
| 5Y | +261.8% | +16.4% | +245.4% | +223.2% |
| 10Y | +191.3% | +302.5% | -111.2% | +64.3% |
| All | +4,391.7% | +5,930.9% | -1,539.2% | +1,129.3% |
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 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