+102.0%
DINO vs CPB
-18.4%
+120.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +5.9% | -13.7% | -7.2% |
| 7D | -6.6% | +13.0% | -19.6% | -5.8% |
| 30D | -9.2% | +20.5% | -29.8% | -8.2% |
| 3M | +19.2% | +2.2% | +17.0% | +20.3% |
| 6M | +47.6% | +15.4% | +32.2% | +49.8% |
| YTD | +132.2% | -12.3% | +144.6% | +130.9% |
| 1Y | +102.0% | -18.0% | +120.0% | +101.8% |
| All | +102.0% | -18.4% | +120.4% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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