+13.0%
CVS vs DINO
+250.9%
-238.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +6.6% | +5.7% | +0.9% | +5.9% |
| 30D | -0.4% | -19.6% | +19.1% | +2.0% |
| 3M | -5.3% | +11.8% | -17.1% | -6.5% |
| 6M | -7.7% | +49.0% | -56.7% | -11.8% |
| YTD | +16.0% | +128.1% | -112.1% | +4.7% |
| 1Y | +16.2% | +96.3% | -80.1% | +6.8% |
| 3Y | +47.6% | +113.8% | -66.2% | +31.9% |
| All | +13.0% | +250.9% | -238.0% | -1.8% |
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