+246.7%
CB vs DINO
+421.6%
-174.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.7% |
| 7D | +0.7% | -12.9% | +13.6% | +3.1% |
| 30D | +8.2% | -18.6% | +26.8% | +12.0% |
| 3M | +6.3% | +16.6% | -10.3% | +2.7% |
| 6M | +16.2% | +38.2% | -22.0% | +8.2% |
| YTD | +19.3% | +119.3% | -100.0% | +0.8% |
| 1Y | +29.2% | +84.3% | -55.1% | +12.8% |
| 3Y | +71.4% | +107.1% | -35.7% | +43.0% |
| 5Y | +104.2% | +249.9% | -145.7% | +47.0% |
| 10Y | +246.7% | +428.8% | -182.1% | +119.1% |
| All | +246.7% | +421.6% | -174.9% | +119.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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