+430.9%
DINO vs CVE
+136.7%
+294.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.1% | +2.4% |
| 7D | -10.7% | -10.1% | -0.6% | -6.0% |
| 30D | -17.8% | -12.1% | -5.7% | -12.5% |
| 3M | +23.3% | -1.9% | +25.2% | +24.7% |
| 6M | +39.6% | -1.8% | +41.4% | +40.5% |
| YTD | +121.6% | +65.8% | +55.8% | +74.3% |
| 1Y | +88.2% | +60.8% | +27.4% | +50.0% |
| 3Y | +114.4% | +70.1% | +44.3% | +64.2% |
| 5Y | +248.7% | +134.8% | +113.9% | +124.9% |
| 10Y | +430.9% | +130.1% | +300.8% | +169.5% |
| All | +430.9% | +136.7% | +294.2% | +169.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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