-58.4%
CSGP vs DINO
+94.7%
-153.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.5% | +4.9% | -0.8% |
| 7D | +13.9% | -12.6% | +26.5% | +15.7% |
| 30D | +16.0% | -14.7% | +30.7% | +18.3% |
| 3M | +6.1% | +18.6% | -12.5% | +3.6% |
| 6M | -8.2% | +33.0% | -41.1% | -11.8% |
| YTD | -52.3% | +117.1% | -169.5% | -58.3% |
| 1Y | -54.5% | +90.5% | -145.0% | -59.0% |
| All | -58.4% | +94.7% | -153.1% | -65.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling