+251.6%
ORCL vs DINO
+503.4%
-251.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.7% | +0.5% | +2.8% |
| 7D | +0.5% | -10.7% | +11.1% | +2.3% |
| 30D | -15.3% | -17.8% | +2.5% | -12.8% |
| 3M | -18.2% | +23.3% | -41.5% | -21.2% |
| 6M | -38.4% | +39.6% | -78.0% | -42.1% |
| YTD | -37.7% | +121.6% | -159.3% | -46.0% |
| 1Y | -49.3% | +88.2% | -137.5% | -54.8% |
| 3Y | +10.6% | +114.4% | -103.8% | -5.8% |
| 5Y | +35.5% | +248.7% | -213.2% | +3.1% |
| 10Y | +251.6% | +430.9% | -179.3% | +132.9% |
| All | +251.6% | +503.4% | -251.8% | +132.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling