+60.0%
CSGP vs DINO
+449.5%
-389.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.8% | +2.9% |
| 7D | +1.3% | +5.7% | -4.3% | +0.4% |
| 30D | +2.8% | -19.6% | +22.4% | +6.6% |
| 3M | -6.3% | +11.8% | -18.1% | -8.5% |
| 6M | -3.2% | +49.0% | -52.1% | -10.3% |
| YTD | -54.0% | +128.1% | -182.1% | -61.0% |
| 1Y | -54.8% | +96.3% | -151.1% | -60.6% |
| 3Y | -60.6% | +113.8% | -174.4% | -67.0% |
| 5Y | -62.6% | +252.7% | -315.3% | -72.3% |
| All | +60.0% | +449.5% | -389.5% | +11.2% |
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