+4,711.1%
CVX vs DINO
+20,012.7%
-15,301.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.2% | -0.2% |
| 7D | -0.6% | +4.2% | -4.8% | -1.7% |
| 30D | +13.4% | +33.9% | -20.4% | +4.3% |
| 3M | +11.8% | +50.5% | -38.7% | -0.8% |
| 6M | +12.4% | +95.2% | -82.7% | -7.6% |
| YTD | +41.5% | +140.6% | -99.1% | +9.0% |
| 1Y | +41.6% | +119.0% | -77.4% | +11.8% |
| 3Y | +42.2% | +100.4% | -58.1% | +12.9% |
| 5Y | +166.0% | +324.6% | -158.6% | +68.0% |
| 10Y | +207.2% | +485.3% | -278.1% | +67.0% |
| All | +4,711.1% | +20,012.7% | -15,301.6% | +1,267.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling