+328.7%
DINO vs CLX
-37.0%
+365.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | -0.4% |
| 7D | +2.0% | -4.9% | +6.9% | +1.4% |
| 30D | +27.7% | -15.8% | +43.5% | +25.6% |
| 3M | +56.3% | -7.9% | +64.2% | +55.3% |
| 6M | +107.6% | -19.0% | +126.6% | +106.0% |
| YTD | +140.2% | -7.9% | +148.1% | +139.4% |
| 1Y | +113.0% | -25.4% | +138.4% | +110.5% |
| 3Y | +100.1% | -35.0% | +135.1% | +95.7% |
| 5Y | +328.7% | -36.8% | +365.5% | +326.8% |
| All | +328.7% | -37.0% | +365.7% | +326.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling