-32.2%
AAL vs DLTR
+29.9%
-62.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -0.9% | -9.4% | +8.5% | +1.7% |
| 30D | -16.0% | -7.3% | -8.6% | -14.4% |
| 3M | -4.2% | +7.6% | -11.8% | -6.2% |
| 6M | +15.7% | +1.6% | +14.1% | +14.2% |
| YTD | -16.2% | -3.5% | -12.6% | -16.2% |
| 1Y | +0.2% | +20.0% | -19.8% | -5.6% |
| 3Y | -8.1% | +2.3% | -10.4% | -13.0% |
| 5Y | -32.2% | +31.5% | -63.7% | -33.2% |
| All | -32.2% | +29.9% | -62.1% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 5y: compounded portfolio wealth divided by compounded DLTR 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…
5y analysis · Full analysis span regression · 6 months rolling