+46.6%
XLE vs DINO
+94.1%
-47.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.2% |
| 7D | +4.4% | +5.0% | -0.6% | +2.6% |
| 30D | -4.3% | -19.9% | +15.7% | +2.8% |
| 3M | +6.0% | +16.8% | -10.7% | +0.7% |
| 6M | +13.2% | +44.8% | -31.6% | -0.1% |
| YTD | +46.7% | +128.0% | -81.3% | +7.7% |
| 1Y | +46.6% | +95.0% | -48.4% | +15.3% |
| All | +46.6% | +94.1% | -47.5% | +15.3% |
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