+102.4%
XLP vs DINO
+494.0%
-391.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | -2.9% | +2.0% | -4.9% | -3.1% |
| 30D | -2.2% | +27.7% | -29.9% | -4.1% |
| 3M | -0.6% | +56.3% | -56.9% | -4.2% |
| 6M | -2.2% | +107.6% | -109.7% | -8.1% |
| YTD | +8.3% | +140.2% | -131.9% | +0.3% |
| 1Y | +5.7% | +113.0% | -107.3% | -1.2% |
| 3Y | +25.7% | +100.1% | -74.4% | +16.8% |
| 5Y | +31.3% | +328.7% | -297.5% | +11.8% |
| All | +102.4% | +494.0% | -391.7% | +63.9% |
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