+133.6%
CCL vs DINO
+115.3%
+18.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -1.2% | +5.7% | -6.9% | -1.8% |
| 30D | +13.1% | -19.6% | +32.7% | +15.6% |
| 3M | +3.4% | +11.8% | -8.4% | +0.9% |
| 6M | +18.7% | +49.0% | -30.2% | +10.2% |
| YTD | -2.3% | +128.1% | -130.4% | -21.7% |
| 1Y | +14.2% | +96.3% | -82.1% | -3.5% |
| 3Y | +133.6% | +113.8% | +19.8% | +66.7% |
| All | +133.6% | +115.3% | +18.3% | +66.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling