-62.9%
CSGP vs DINO
+260.8%
-323.7%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.0% | -3.2% | -0.6% |
| 7D | -7.1% | -2.7% | -4.4% | -6.7% |
| 30D | +3.6% | -17.2% | +20.9% | +6.4% |
| 3M | -2.7% | +18.9% | -21.6% | -5.5% |
| 6M | -8.0% | +40.6% | -48.6% | -13.1% |
| YTD | -55.0% | +125.9% | -180.9% | -61.2% |
| 1Y | -55.8% | +90.9% | -146.7% | -60.6% |
| 3Y | -62.0% | +113.4% | -175.4% | -68.1% |
| 5Y | -62.9% | +258.3% | -321.3% | -73.0% |
| All | -62.9% | +260.8% | -323.7% | -73.0% |
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