-64.8%
CSGP vs DINO
+307.7%
-372.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.3% |
| 7D | -4.1% | +5.7% | -9.8% | -4.9% |
| 30D | +2.3% | +27.8% | -25.5% | -1.5% |
| 3M | -8.2% | +45.6% | -53.8% | -13.6% |
| 6M | -35.1% | +88.5% | -123.5% | -41.6% |
| YTD | -54.0% | +134.1% | -188.1% | -60.6% |
| 1Y | -65.3% | +111.1% | -176.4% | -69.8% |
| 3Y | -62.6% | +109.1% | -171.7% | -68.5% |
| All | -64.8% | +307.7% | -372.5% | -74.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling