+3,590.0%
CAH vs DLTR
+10,476.7%
-6,886.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.4% | +0.4% |
| 7D | -2.2% | -10.2% | +8.0% | -0.9% |
| 30D | +1.2% | -8.5% | +9.7% | +2.3% |
| 3M | +13.1% | +5.6% | +7.5% | +12.1% |
| 6M | +8.5% | +2.2% | +6.3% | +7.5% |
| YTD | +17.6% | -3.8% | +21.4% | +17.3% |
| 1Y | +60.7% | +22.9% | +37.7% | +54.8% |
| 3Y | +183.2% | +2.0% | +181.1% | +173.5% |
| 5Y | +402.2% | +29.8% | +372.4% | +361.1% |
| 10Y | +302.3% | +45.0% | +257.3% | +257.3% |
| All | +3,590.0% | +10,476.7% | -6,886.7% | +1,986.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling