+114.4%
DINO vs CPB
-35.0%
+149.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.2% | +3.8% | +2.6% |
| 7D | -10.7% | +3.3% | -13.9% | -10.6% |
| 30D | -17.8% | +19.0% | -36.8% | -17.9% |
| 3M | +23.3% | +0.4% | +22.9% | +23.6% |
| 6M | +39.6% | +13.0% | +26.6% | +39.4% |
| YTD | +121.6% | -12.7% | +134.3% | +123.0% |
| 1Y | +88.2% | -20.9% | +109.1% | +90.6% |
| 3Y | +114.4% | -35.4% | +149.8% | +131.6% |
| All | +114.4% | -35.0% | +149.4% | +131.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling