+65.2%
CSGP vs DINO
+465.9%
-400.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -4.6% |
| 7D | +1.3% | -15.5% | +16.8% | +4.1% |
| 30D | +10.7% | -16.0% | +26.6% | +13.9% |
| 3M | +3.3% | +17.9% | -14.6% | 0.0% |
| 6M | -10.3% | +38.5% | -48.9% | -15.9% |
| YTD | -54.6% | +115.8% | -170.4% | -61.1% |
| 1Y | -54.6% | +87.1% | -141.8% | -60.1% |
| 3Y | -60.3% | +96.5% | -156.9% | -66.2% |
| 5Y | -63.3% | +249.9% | -313.2% | -72.8% |
| All | +65.2% | +465.9% | -400.7% | +11.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling