+115.3%
DINO vs COPX
+73.7%
+41.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +2.3% | -2.3% | +4.7% | +2.2% |
| 30D | +22.6% | +0.3% | +22.4% | +22.7% |
| 3M | +55.2% | +6.8% | +48.4% | +56.3% |
| 6M | +93.8% | +7.9% | +85.8% | +97.7% |
| YTD | +139.5% | +23.7% | +115.8% | +132.2% |
| 1Y | +115.3% | +71.5% | +43.8% | +109.7% |
| All | +115.3% | +73.7% | +41.6% | +109.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 1y: compounded portfolio wealth divided by compounded COPX 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…
1y analysis · Full analysis span regression · 6 months rolling