+1,024.7%
XLE vs DINO
+29,586.2%
-28,561.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.6% |
| 7D | +2.2% | +5.7% | -3.5% | +0.1% |
| 30D | +11.8% | +27.8% | -16.0% | +1.7% |
| 3M | +9.8% | +45.6% | -35.8% | -5.2% |
| 6M | +15.6% | +88.5% | -72.9% | -9.9% |
| YTD | +45.3% | +134.1% | -88.9% | +3.5% |
| 1Y | +48.3% | +111.1% | -62.8% | +9.6% |
| 3Y | +55.4% | +109.1% | -53.7% | +12.5% |
| 5Y | +216.1% | +307.2% | -91.1% | +74.2% |
| 10Y | +178.4% | +495.9% | -317.5% | +24.1% |
| All | +1,024.7% | +29,586.2% | -28,561.5% | +106.7% |
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 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