+4,391.7%
XOM vs DINO
+19,981.2%
-15,589.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.3% |
| 7D | 0.0% | +2.0% | -1.9% | -0.5% |
| 30D | +3.4% | +27.7% | -24.2% | -3.2% |
| 3M | +11.0% | +56.3% | -45.3% | -1.9% |
| 6M | +10.6% | +107.6% | -96.9% | -9.5% |
| YTD | +39.2% | +140.2% | -101.0% | +8.9% |
| 1Y | +52.7% | +113.0% | -60.3% | +23.2% |
| 3Y | +56.8% | +100.1% | -43.3% | +26.1% |
| 5Y | +261.8% | +328.7% | -67.0% | +135.5% |
| 10Y | +191.3% | +489.2% | -297.9% | +66.8% |
| All | +4,391.7% | +19,981.2% | -15,589.5% | +1,220.1% |
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 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