+333.0%
DINO vs CLBK
+41.8%
+291.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | +1.5% | -1.4% | +2.8% | +1.9% |
| 30D | +25.9% | +4.5% | +21.4% | +24.3% |
| 3M | +53.2% | +22.8% | +30.4% | +44.6% |
| 6M | +105.5% | +43.4% | +62.0% | +85.1% |
| YTD | +139.2% | +64.1% | +75.1% | +107.4% |
| 1Y | +117.4% | +67.6% | +49.8% | +86.7% |
| 3Y | +99.3% | +53.3% | +46.0% | +72.7% |
| 5Y | +333.0% | +44.8% | +288.2% | +240.0% |
| All | +333.0% | +41.8% | +291.2% | +240.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling