+103.2%
CB vs DINO
+245.4%
-142.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.7% |
| 7D | +0.2% | -15.5% | +15.7% | +2.0% |
| 30D | +9.1% | -16.0% | +25.0% | +10.9% |
| 3M | +3.4% | +17.9% | -14.5% | +1.1% |
| 6M | +14.1% | +38.5% | -24.4% | +9.1% |
| YTD | +18.0% | +115.8% | -97.8% | +6.0% |
| 1Y | +30.1% | +87.1% | -57.0% | +19.1% |
| 3Y | +71.8% | +96.5% | -24.7% | +54.0% |
| All | +103.2% | +245.4% | -142.2% | +69.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling