+20.8%
XLP vs DINO
+83.2%
-62.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.1% |
| 7D | +2.3% | -12.9% | +15.2% | +1.9% |
| 30D | +9.1% | -18.6% | +27.7% | +8.5% |
| 3M | +7.9% | +16.6% | -8.7% | +8.2% |
| 6M | +9.6% | +38.2% | -28.5% | +10.6% |
| YTD | +19.4% | +119.3% | -99.9% | +20.0% |
| All | +20.8% | +83.2% | -62.4% | +22.8% |
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