+252.4%
DINO vs CRL
-12.1%
+264.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.9% | +0.2% |
| 7D | +5.7% | +0.1% | +5.6% | +5.7% |
| 30D | -19.6% | +11.9% | -31.5% | -21.0% |
| 3M | +11.8% | +20.2% | -8.4% | +8.3% |
| 6M | +49.0% | +107.5% | -58.6% | +30.5% |
| YTD | +128.1% | +69.4% | +58.7% | +105.5% |
| 1Y | +96.3% | +99.7% | -3.4% | +70.6% |
| 3Y | +113.8% | +98.8% | +15.0% | +79.4% |
| All | +252.4% | -12.1% | +264.5% | +232.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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