+301.8%
RCL vs DINO
+260.8%
+41.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.0% | -4.4% | -2.0% |
| 7D | +0.6% | -2.7% | +3.3% | +1.1% |
| 30D | +19.4% | -17.2% | +36.7% | +23.3% |
| 3M | +9.8% | +18.9% | -9.1% | +4.4% |
| 6M | +28.6% | +40.6% | -11.9% | +16.9% |
| YTD | +22.2% | +125.9% | -103.8% | -5.3% |
| 1Y | +29.7% | +90.9% | -61.2% | +6.1% |
| 3Y | +265.3% | +113.4% | +151.9% | +173.1% |
| 5Y | +301.8% | +258.3% | +43.4% | +138.2% |
| All | +301.8% | +260.8% | +41.0% | +138.2% |
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