+65.1%
CSGP vs DINO
+421.6%
-356.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.7% |
| 7D | -3.2% | -12.9% | +9.7% | -0.9% |
| 30D | +2.2% | -18.6% | +20.8% | +5.8% |
| 3M | -3.7% | +16.6% | -20.3% | -6.5% |
| 6M | -7.4% | +38.2% | -45.6% | -13.1% |
| YTD | -54.9% | +119.3% | -174.2% | -61.5% |
| 1Y | -54.9% | +84.3% | -139.2% | -60.2% |
| 3Y | -61.9% | +107.1% | -169.1% | -67.9% |
| 5Y | -63.1% | +249.9% | -313.0% | -72.7% |
| 10Y | +65.1% | +428.8% | -363.6% | +13.4% |
| All | +65.1% | +421.6% | -356.4% | +13.4% |
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