+432.4%
DINO vs CPB
-38.9%
+471.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.1% | 0.0% |
| 7D | +5.7% | -1.6% | +7.2% | +5.7% |
| 30D | -19.6% | +19.2% | -38.8% | -19.9% |
| 3M | +11.8% | -0.9% | +12.7% | +11.9% |
| 6M | +49.0% | +15.2% | +33.7% | +48.4% |
| YTD | +128.1% | -13.1% | +141.2% | +128.9% |
| 1Y | +96.3% | -22.4% | +118.7% | +97.8% |
| 3Y | +113.8% | -35.3% | +149.1% | +116.8% |
| 5Y | +252.7% | -33.0% | +285.7% | +255.9% |
| All | +432.4% | -38.9% | +471.2% | +470.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling