+4,942.5%
CVX vs DINO
+18,972.9%
-14,030.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +3.4% | +5.7% | -2.3% | +1.8% |
| 30D | -1.0% | -19.6% | +18.6% | +5.1% |
| 3M | +12.2% | +11.8% | +0.4% | +8.2% |
| 6M | +20.3% | +49.0% | -28.6% | +6.7% |
| YTD | +48.3% | +128.1% | -79.8% | +15.6% |
| 1Y | +46.9% | +96.3% | -49.4% | +19.4% |
| 3Y | +73.1% | +113.8% | -40.7% | +34.6% |
| 5Y | +135.2% | +252.7% | -117.5% | +56.0% |
| 10Y | +214.4% | +451.4% | -237.0% | +74.2% |
| All | +4,942.5% | +18,972.9% | -14,030.3% | +1,349.9% |
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