+117.4%
DINO vs CLX
-25.7%
+143.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.6% | -0.6% |
| 7D | +1.5% | -5.9% | +7.3% | -0.1% |
| 30D | +25.9% | -17.0% | +43.0% | +20.1% |
| 3M | +53.2% | -9.6% | +62.8% | +49.8% |
| 6M | +105.5% | -21.5% | +127.0% | +103.4% |
| YTD | +139.2% | -8.8% | +148.1% | +132.2% |
| 1Y | +117.4% | -24.7% | +142.0% | +107.8% |
| All | +117.4% | -25.7% | +143.1% | +107.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 1y: compounded portfolio wealth divided by compounded CLX 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…
1y analysis · Full analysis span regression · 6 months rolling