+102.4%
XLP vs DINO
+491.7%
-389.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -2.5% | +1.5% | -4.0% | -2.7% |
| 30D | -1.9% | +25.9% | -27.8% | -3.7% |
| 3M | -2.1% | +53.2% | -55.3% | -5.5% |
| 6M | -1.8% | +105.5% | -107.3% | -7.7% |
| YTD | +8.3% | +139.2% | -130.9% | +0.3% |
| 1Y | +6.8% | +117.4% | -110.6% | -0.3% |
| 3Y | +25.7% | +99.3% | -73.6% | +16.9% |
| 5Y | +31.9% | +333.0% | -301.1% | +12.2% |
| All | +102.4% | +491.7% | -389.3% | +64.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling