+489.2%
DINO vs CPB
-44.2%
+533.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.7% | -0.2% |
| 7D | +2.0% | -8.0% | +10.0% | +2.2% |
| 30D | +27.7% | -2.4% | +30.1% | +27.7% |
| 3M | +56.3% | +0.5% | +55.8% | +56.2% |
| 6M | +107.6% | -10.5% | +118.0% | +107.9% |
| YTD | +140.2% | -17.5% | +157.7% | +141.2% |
| 1Y | +113.0% | -31.0% | +144.0% | +115.2% |
| 3Y | +100.1% | -40.6% | +140.7% | +103.1% |
| 5Y | +328.7% | -37.7% | +366.5% | +333.3% |
| 10Y | +489.2% | -43.4% | +532.6% | +517.8% |
| All | +489.2% | -44.2% | +533.4% | +517.8% |
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 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