+6.4%
OXY vs DINO
+492.4%
-486.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | +2.8% | +2.3% | +0.5% | +1.4% |
| 30D | +5.5% | +22.6% | -17.2% | -7.5% |
| 3M | +11.3% | +55.2% | -43.9% | -16.4% |
| 6M | +11.6% | +93.8% | -82.2% | -27.3% |
| YTD | +51.6% | +139.5% | -87.9% | -15.4% |
| 1Y | +36.2% | +115.3% | -79.1% | -19.0% |
| 3Y | +1.7% | +98.8% | -97.1% | -39.3% |
| 5Y | +164.5% | +333.5% | -169.0% | -13.3% |
| All | +6.4% | +492.4% | -486.0% | -63.4% |
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