-46.1%
CLF vs DINO
+301.9%
-348.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.0% |
| 7D | +7.6% | +5.7% | +1.9% | +5.4% |
| 30D | -1.2% | +27.8% | -29.0% | -9.9% |
| 3M | -13.4% | +45.6% | -59.0% | -25.6% |
| 6M | +15.4% | +88.5% | -73.0% | -11.8% |
| YTD | -5.9% | +134.1% | -140.0% | -34.6% |
| 1Y | +18.8% | +111.1% | -92.3% | -14.0% |
| 3Y | -19.4% | +109.1% | -128.5% | -45.1% |
| All | -46.1% | +301.9% | -348.0% | -68.7% |
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 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