+67.8%
CSX vs DINO
+307.7%
-239.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.0% |
| 7D | -3.4% | +5.7% | -9.1% | -4.2% |
| 30D | -3.1% | +27.8% | -30.9% | -6.5% |
| 3M | +7.2% | +45.6% | -38.5% | +1.2% |
| 6M | +16.2% | +88.5% | -72.3% | +5.0% |
| YTD | +37.5% | +134.1% | -96.6% | +19.5% |
| 1Y | +53.2% | +111.1% | -57.9% | +35.1% |
| 3Y | +68.2% | +109.1% | -40.9% | +43.2% |
| All | +67.8% | +307.7% | -239.9% | +35.6% |
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