+139.4%
DINO vs CLBK
+65.5%
+73.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | +2.3% | -1.5% | +3.8% | +3.0% |
| 30D | +22.6% | -1.0% | +23.7% | +23.2% |
| 3M | +55.2% | +22.9% | +32.3% | +40.2% |
| 6M | +93.8% | +44.2% | +49.6% | +60.9% |
| YTD | +139.5% | +64.0% | +75.5% | +86.2% |
| 1Y | +115.3% | +65.7% | +49.6% | +65.2% |
| 3Y | +98.8% | +54.1% | +44.7% | +51.6% |
| 5Y | +333.5% | +44.7% | +288.8% | +198.6% |
| All | +139.4% | +65.5% | +73.9% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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