+3,388.4%
CSGP vs DINO
+15,737.1%
-12,348.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.5% | +4.9% | -0.4% |
| 7D | +13.9% | -12.6% | +26.5% | +16.7% |
| 30D | +16.0% | -14.7% | +30.7% | +19.4% |
| 3M | +6.1% | +18.6% | -12.5% | +2.2% |
| 6M | -8.2% | +33.0% | -41.1% | -13.9% |
| YTD | -52.3% | +117.1% | -169.5% | -59.9% |
| 1Y | -54.5% | +90.5% | -145.0% | -60.8% |
| 3Y | -58.6% | +96.0% | -154.6% | -65.2% |
| 5Y | -61.5% | +252.0% | -313.5% | -72.1% |
| 10Y | +74.7% | +476.3% | -401.7% | +3.3% |
| All | +3,388.4% | +15,737.1% | -12,348.7% | +814.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling