+210.0%
SHEL vs DINO
+492.4%
-282.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +4.1% | +2.3% | +1.8% | +3.3% |
| 30D | +8.4% | +22.6% | -14.3% | +0.8% |
| 3M | +13.7% | +55.2% | -41.5% | -3.0% |
| 6M | +12.7% | +93.8% | -81.1% | -11.5% |
| YTD | +35.3% | +139.5% | -104.2% | -2.5% |
| 1Y | +39.4% | +115.3% | -75.9% | +4.1% |
| 3Y | +71.5% | +98.8% | -27.3% | +27.5% |
| 5Y | +195.0% | +333.5% | -138.5% | +58.7% |
| All | +210.0% | +492.4% | -282.4% | +51.6% |
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