+180.9%
COR vs DINO
+328.2%
-147.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.3% | -0.4% |
| 7D | -3.9% | +2.0% | -5.8% | -4.0% |
| 30D | -0.3% | +27.7% | -28.0% | -1.5% |
| 3M | +15.9% | +56.3% | -40.4% | +13.1% |
| 6M | -10.3% | +107.6% | -117.8% | -13.5% |
| YTD | -3.7% | +140.2% | -143.9% | -8.1% |
| 1Y | +9.1% | +113.0% | -103.9% | +4.8% |
| 3Y | +86.6% | +100.1% | -13.5% | +80.6% |
| 5Y | +180.9% | +328.7% | -147.8% | +147.5% |
| All | +180.9% | +328.2% | -147.2% | +147.5% |
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 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