+172.0%
CVX vs DINO
+321.1%
-149.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | +1.0% | +2.0% | -1.0% | +0.2% |
| 30D | +10.7% | +27.7% | -17.0% | +0.8% |
| 3M | +15.5% | +56.3% | -40.8% | -2.8% |
| 6M | +14.9% | +107.6% | -92.7% | -13.4% |
| YTD | +44.2% | +140.2% | -96.0% | +1.8% |
| 1Y | +43.5% | +113.0% | -69.5% | +5.7% |
| 3Y | +45.0% | +100.1% | -55.1% | +5.3% |
| All | +172.0% | +321.1% | -149.2% | +43.1% |
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 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