-13.1%
SLB vs DINO
+449.5%
-462.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +3.5% | +5.7% | -2.2% | +0.5% |
| 30D | +6.5% | -19.6% | +26.1% | +18.5% |
| 3M | -0.2% | +11.8% | -12.0% | -7.5% |
| 6M | -5.7% | +49.0% | -54.7% | -26.0% |
| YTD | +36.8% | +128.1% | -91.3% | -17.4% |
| 1Y | +45.8% | +96.3% | -50.5% | -4.5% |
| 3Y | +3.4% | +113.8% | -110.4% | -37.9% |
| 5Y | +76.1% | +252.7% | -176.5% | -23.4% |
| All | -13.1% | +449.5% | -462.6% | -67.7% |
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