+141.3%
XLC vs DINO
+93.4%
+47.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -1.7% | +1.5% | -3.1% | -1.9% |
| 30D | +0.2% | +25.9% | -25.7% | -3.3% |
| 3M | +0.7% | +53.2% | -52.5% | -6.0% |
| 6M | -4.5% | +105.5% | -109.9% | -15.3% |
| YTD | -4.7% | +139.2% | -144.0% | -18.0% |
| 1Y | -1.5% | +117.4% | -118.9% | -14.1% |
| 3Y | +72.2% | +99.3% | -27.0% | +49.3% |
| 5Y | +39.3% | +333.0% | -293.7% | +2.9% |
| All | +141.3% | +93.4% | +47.9% | +96.7% |
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