+474.3%
DINO vs CAG
-35.7%
+510.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | 0.0% |
| 7D | +1.5% | -5.9% | +7.4% | +2.3% |
| 30D | +25.9% | -1.5% | +27.5% | +26.1% |
| 3M | +53.2% | +11.5% | +41.7% | +50.5% |
| 6M | +105.5% | -15.7% | +121.2% | +109.6% |
| YTD | +139.2% | -10.2% | +149.4% | +141.6% |
| 1Y | +117.4% | -18.1% | +135.4% | +122.3% |
| 3Y | +99.3% | -39.4% | +138.7% | +111.7% |
| 5Y | +333.0% | -42.6% | +375.6% | +359.5% |
| All | +474.3% | -35.7% | +510.1% | +466.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 10y: compounded portfolio wealth divided by compounded CAG 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…
10y analysis · Full analysis span regression · 6 months rolling