-51.4%
CLF vs DINO
+245.4%
-296.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | -19.6% | -15.5% | -4.1% | -14.2% |
| 30D | -5.0% | -16.0% | +11.0% | +1.1% |
| 3M | -6.3% | +17.9% | -24.2% | -12.2% |
| 6M | +2.8% | +38.5% | -35.7% | -10.5% |
| YTD | -13.7% | +115.8% | -129.5% | -38.3% |
| 1Y | +13.6% | +87.1% | -73.5% | -14.0% |
| 3Y | -34.0% | +96.5% | -130.5% | -53.9% |
| All | -51.4% | +245.4% | -296.8% | -67.3% |
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