+248.7%
DINO vs CPB
-31.8%
+280.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -17.7% |
| 3M | +23.3% | +0.4% | +22.9% | +23.5% |
| 6M | +39.6% | +13.0% | +26.6% | +39.6% |
| YTD | +121.6% | -12.7% | +134.3% | +122.3% |
| 1Y | +88.2% | -20.9% | +109.1% | +89.3% |
| 3Y | +114.4% | -35.4% | +149.8% | +118.5% |
| 5Y | +248.7% | -32.3% | +281.0% | +258.8% |
| All | +248.7% | -31.8% | +280.5% | +258.8% |
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