+1,608.5%
DINO vs COPX
+198.0%
+1,410.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.1% | -1.4% | +0.9% |
| 7D | +4.2% | +5.8% | -1.6% | +1.6% |
| 30D | +33.9% | +7.2% | +26.7% | +29.3% |
| 3M | +50.5% | +16.5% | +34.1% | +38.0% |
| 6M | +95.2% | +18.4% | +76.7% | +71.6% |
| YTD | +140.6% | +31.9% | +108.6% | +96.6% |
| 1Y | +119.0% | +88.5% | +30.5% | +48.2% |
| 3Y | +100.4% | +173.1% | -72.7% | +7.8% |
| 5Y | +324.6% | +193.1% | +131.5% | +110.3% |
| 10Y | +485.3% | +591.7% | -106.4% | +74.3% |
| All | +1,608.5% | +198.0% | +1,410.5% | +711.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling