+252.4%
DINO vs CAG
-41.0%
+293.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | 0.0% |
| 7D | +5.7% | -3.3% | +9.0% | +5.9% |
| 30D | -19.6% | +7.7% | -27.2% | -20.0% |
| 3M | +11.8% | -3.2% | +15.0% | +12.0% |
| 6M | +49.0% | +7.0% | +42.0% | +48.0% |
| YTD | +128.1% | -9.0% | +137.1% | +128.6% |
| 1Y | +96.3% | -9.6% | +105.9% | +96.8% |
| 3Y | +113.8% | -36.0% | +149.8% | +119.2% |
| All | +252.4% | -41.0% | +293.4% | +260.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling