+70.8%
CDNS vs DINO
+319.5%
-248.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -6.5% | +1.5% | -8.0% | -6.7% |
| 30D | -13.0% | +25.9% | -38.9% | -15.4% |
| 3M | -26.0% | +53.2% | -79.2% | -30.0% |
| 6M | -2.8% | +105.5% | -108.3% | -11.6% |
| YTD | -8.8% | +139.2% | -148.1% | -19.3% |
| 1Y | -15.8% | +117.4% | -133.2% | -24.5% |
| 3Y | +19.7% | +99.3% | -79.6% | +4.1% |
| 5Y | +70.8% | +333.0% | -262.2% | +42.8% |
| All | +70.8% | +319.5% | -248.7% | +42.8% |
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