+1,019.2%
XLE vs DINO
+28,549.8%
-27,530.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.0% | -1.1% | +0.7% |
| 7D | -0.2% | -2.7% | +2.5% | +0.7% |
| 30D | -4.0% | -17.2% | +13.2% | +2.8% |
| 3M | +4.6% | +18.9% | -14.3% | -2.6% |
| 6M | +12.3% | +40.6% | -28.3% | -2.3% |
| YTD | +44.5% | +125.9% | -81.4% | +4.0% |
| 1Y | +42.4% | +90.9% | -48.5% | +9.1% |
| 3Y | +67.0% | +113.4% | -46.3% | +19.7% |
| 5Y | +161.9% | +258.3% | -96.4% | +50.9% |
| 10Y | +173.9% | +446.1% | -272.3% | +26.5% |
| All | +1,019.2% | +28,549.8% | -27,530.6% | +107.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling