+257.9%
DINO vs CFG
+396.4%
-138.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +5.7% | +1.5% | +4.2% | +4.8% |
| 30D | +27.8% | -3.8% | +31.6% | +30.4% |
| 3M | +45.6% | +11.5% | +34.1% | +36.6% |
| 6M | +88.5% | +19.2% | +69.3% | +69.0% |
| YTD | +134.1% | +23.7% | +110.4% | +105.2% |
| 1Y | +111.1% | +38.8% | +72.3% | +72.7% |
| 3Y | +109.1% | +178.9% | -69.8% | +12.0% |
| 5Y | +307.2% | +101.8% | +205.4% | +148.6% |
| 10Y | +495.9% | +317.3% | +178.7% | +126.3% |
| All | +257.9% | +396.4% | -138.5% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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