+243.9%
DINO vs CVE
+142.8%
+101.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -15.5% | -16.1% | +0.6% | -6.6% |
| 30D | -16.0% | -10.4% | -5.6% | -10.4% |
| 3M | +17.9% | -2.4% | +20.3% | +19.9% |
| 6M | +38.5% | -4.4% | +43.0% | +41.6% |
| YTD | +115.8% | +64.9% | +50.9% | +62.1% |
| 1Y | +87.1% | +66.0% | +21.1% | +39.8% |
| 3Y | +96.5% | +57.7% | +38.9% | +46.7% |
| All | +243.9% | +142.8% | +101.1% | +103.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling