+838.1%
CLS vs DINO
+115.3%
+722.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +16.3% | +5.7% | +10.6% | +14.5% |
| 30D | -25.7% | -19.6% | -6.1% | -21.2% |
| 3M | -30.9% | +11.8% | -42.7% | -34.0% |
| 6M | -35.5% | +49.0% | -84.4% | -44.1% |
| YTD | -18.7% | +128.1% | -146.8% | -41.8% |
| 1Y | -17.9% | +96.3% | -114.2% | -36.8% |
| 3Y | +838.1% | +113.8% | +724.3% | +516.5% |
| All | +838.1% | +115.3% | +722.8% | +516.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling