+127.6%
CLF vs DINO
+490.1%
-362.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.5% | -1.6% |
| 7D | -2.7% | +2.0% | -4.6% | -3.6% |
| 30D | -3.2% | +27.7% | -30.9% | -13.5% |
| 3M | -5.0% | +56.3% | -61.2% | -23.4% |
| 6M | +26.6% | +107.6% | -81.0% | -12.0% |
| YTD | -9.0% | +140.2% | -149.1% | -41.3% |
| 1Y | +11.8% | +113.0% | -101.1% | -23.8% |
| 3Y | -15.1% | +100.1% | -115.2% | -42.1% |
| 5Y | -48.2% | +328.7% | -376.9% | -77.0% |
| 10Y | +127.6% | +489.2% | -361.6% | -35.6% |
| All | +127.6% | +490.1% | -362.5% | -35.6% |
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