+60.5%
XOM vs DINO
+97.6%
-37.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.3% | +0.4% |
| 7D | +4.1% | +2.3% | +1.8% | +3.3% |
| 30D | +4.6% | +22.6% | -18.1% | -2.4% |
| 3M | +14.0% | +55.2% | -41.3% | -2.1% |
| 6M | +11.0% | +93.8% | -82.8% | -11.7% |
| YTD | +40.7% | +139.5% | -98.8% | +2.9% |
| 1Y | +52.3% | +115.3% | -63.0% | +15.4% |
| 3Y | +60.5% | +98.8% | -38.3% | +19.1% |
| All | +60.5% | +97.6% | -37.1% | +19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling