+2,525.5%
SHEL vs DINO
+20,012.7%
-17,487.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.8% | -0.2% | +1.9% |
| 7D | +1.9% | +4.2% | -2.2% | +0.9% |
| 30D | +8.7% | +33.9% | -25.2% | +0.7% |
| 3M | +11.0% | +50.5% | -39.6% | -0.4% |
| 6M | +14.6% | +95.2% | -80.6% | -4.2% |
| YTD | +33.3% | +140.6% | -107.3% | +5.1% |
| 1Y | +37.9% | +119.0% | -81.1% | +11.1% |
| 3Y | +69.7% | +100.4% | -30.6% | +37.0% |
| 5Y | +190.2% | +324.6% | -134.4% | +89.9% |
| 10Y | +197.0% | +485.3% | -288.3% | +70.3% |
| All | +2,525.5% | +20,012.7% | -17,487.2% | +836.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling