+101.0%
CB vs DLTR
+29.9%
+71.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | -2.8% | -9.4% | +6.7% | -2.1% |
| 30D | -2.4% | -7.3% | +4.9% | -2.0% |
| 3M | +2.8% | +7.6% | -4.8% | +2.2% |
| 6M | +4.8% | +1.6% | +3.2% | +4.4% |
| YTD | +9.2% | -3.5% | +12.7% | +9.1% |
| 1Y | +22.8% | +20.0% | +2.8% | +20.7% |
| 3Y | +71.1% | +2.3% | +68.9% | +69.0% |
| 5Y | +101.0% | +31.5% | +69.5% | +94.1% |
| All | +101.0% | +29.9% | +71.1% | +94.1% |
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