+67.3%
CSGP vs DINO
+503.4%
-436.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.7% | -0.4% | +1.8% |
| 7D | -1.8% | -10.7% | +8.8% | 0.0% |
| 30D | +5.3% | -17.8% | +23.0% | +8.7% |
| 3M | +3.3% | +23.3% | -20.0% | -0.7% |
| 6M | -4.7% | +39.6% | -44.2% | -10.7% |
| YTD | -53.5% | +121.6% | -175.1% | -60.4% |
| 1Y | -53.7% | +88.2% | -142.0% | -59.4% |
| 3Y | -59.7% | +114.4% | -174.2% | -66.3% |
| 5Y | -62.5% | +248.7% | -311.2% | -72.2% |
| 10Y | +67.3% | +430.9% | -363.6% | +13.2% |
| All | +67.3% | +503.4% | -436.1% | +13.2% |
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