+329.4%
DINO vs CPB
-38.4%
+367.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.8% | +1.0% | +2.7% |
| 7D | +4.2% | -8.2% | +12.4% | +4.3% |
| 30D | +33.9% | -5.6% | +39.5% | +34.0% |
| 3M | +50.5% | +3.0% | +47.6% | +50.4% |
| 6M | +95.2% | -12.7% | +107.9% | +95.5% |
| YTD | +140.6% | -18.0% | +158.5% | +141.5% |
| 1Y | +119.0% | -31.7% | +150.7% | +121.5% |
| 3Y | +100.4% | -41.0% | +141.3% | +104.8% |
| All | +329.4% | -38.4% | +367.8% | +334.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling