+227.1%
RCL vs DINO
+328.2%
-101.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -2.2% | +2.0% | -4.2% | -2.6% |
| 30D | -15.7% | +27.7% | -43.3% | -20.3% |
| 3M | -8.0% | +56.3% | -64.3% | -17.6% |
| 6M | -10.1% | +107.6% | -117.7% | -26.6% |
| YTD | -5.9% | +140.2% | -146.1% | -27.5% |
| 1Y | -23.5% | +113.0% | -136.5% | -39.0% |
| 3Y | +174.4% | +100.1% | +74.3% | +112.1% |
| 5Y | +227.1% | +328.7% | -101.6% | +80.2% |
| All | +227.1% | +328.2% | -101.0% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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