+222.5%
CB vs DINO
+491.0%
-268.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.8% | -4.2% | -1.9% |
| 7D | -0.6% | +4.2% | -4.8% | -1.4% |
| 30D | -3.9% | +33.9% | -37.8% | -9.0% |
| 3M | +4.9% | +50.5% | -45.6% | -3.1% |
| 6M | +3.3% | +95.2% | -91.9% | -9.6% |
| YTD | +8.5% | +140.6% | -132.0% | -9.1% |
| 1Y | +22.1% | +119.0% | -96.9% | +4.0% |
| 3Y | +70.1% | +100.4% | -30.3% | +44.4% |
| 5Y | +97.4% | +324.6% | -227.2% | +38.3% |
| All | +222.5% | +491.0% | -268.5% | +107.9% |
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