+82.5%
XOP vs DINO
+983.7%
-901.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.4% |
| 7D | +2.6% | +5.7% | -3.2% | -0.6% |
| 30D | +15.4% | +27.8% | -12.4% | +0.2% |
| 3M | +12.1% | +45.6% | -33.6% | -10.1% |
| 6M | +19.7% | +88.5% | -68.8% | -17.4% |
| YTD | +52.4% | +134.1% | -81.7% | -8.1% |
| 1Y | +47.6% | +111.1% | -63.6% | -5.8% |
| 3Y | +34.4% | +109.1% | -74.7% | -16.3% |
| 5Y | +154.4% | +307.2% | -152.8% | +5.8% |
| 10Y | +54.7% | +495.9% | -441.3% | -51.7% |
| All | +82.5% | +983.7% | -901.2% | -74.0% |
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 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