+181.3%
XLE vs DINO
+490.1%
-308.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +0.3% | +2.0% | -1.6% | -0.6% |
| 30D | +8.5% | +27.7% | -19.2% | -3.1% |
| 3M | +14.6% | +56.3% | -41.7% | -7.2% |
| 6M | +17.6% | +107.6% | -90.0% | -16.8% |
| YTD | +48.1% | +140.2% | -92.1% | -3.2% |
| 1Y | +53.8% | +113.0% | -59.2% | +5.9% |
| 3Y | +56.2% | +100.1% | -43.9% | +7.0% |
| 5Y | +227.7% | +328.7% | -101.0% | +51.5% |
| 10Y | +181.3% | +489.2% | -307.9% | +17.4% |
| All | +181.3% | +490.1% | -308.8% | +17.4% |
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