-0.6%
XLC vs DINO
+111.1%
-111.6%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.2% |
| 7D | -0.8% | +5.7% | -6.6% | -0.6% |
| 30D | +1.0% | +27.8% | -26.8% | +2.0% |
| 3M | -0.7% | +45.6% | -46.3% | +0.7% |
| 6M | -5.1% | +88.5% | -93.6% | -3.5% |
| YTD | -4.3% | +134.1% | -138.4% | -4.0% |
| 1Y | -0.6% | +111.1% | -111.7% | +0.6% |
| All | -0.6% | +111.1% | -111.6% | +0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling