+18.5%
CLF vs DINO
+94.1%
-75.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.5% | -0.7% |
| 7D | +16.0% | +5.0% | +10.9% | +14.8% |
| 30D | +1.6% | -19.9% | +21.6% | +5.0% |
| 3M | +6.7% | +16.8% | -10.1% | +5.2% |
| 6M | +21.1% | +44.8% | -23.7% | +15.1% |
| YTD | -1.6% | +128.0% | -129.6% | -17.2% |
| 1Y | +18.5% | +95.0% | -76.5% | +5.9% |
| All | +18.5% | +94.1% | -75.6% | +5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling