+219.2%
CVX vs DINO
+492.4%
-273.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | +2.6% | +2.3% | +0.3% | +1.7% |
| 30D | +9.8% | +22.6% | -12.8% | +1.4% |
| 3M | +16.2% | +55.2% | -39.0% | -2.3% |
| 6M | +13.6% | +93.8% | -80.1% | -12.6% |
| YTD | +44.4% | +139.5% | -95.1% | +1.4% |
| 1Y | +40.6% | +115.3% | -74.7% | +2.5% |
| 3Y | +48.2% | +98.8% | -50.6% | +8.0% |
| 5Y | +172.3% | +333.5% | -161.2% | +41.3% |
| All | +219.2% | +492.4% | -273.2% | +50.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling