-37.6%
CLX vs DLTR
+29.9%
-67.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.0% |
| 7D | -5.9% | -9.4% | +3.6% | -4.8% |
| 30D | -17.0% | -7.3% | -9.7% | -16.4% |
| 3M | -9.6% | +7.6% | -17.1% | -10.3% |
| 6M | -21.5% | +1.6% | -23.1% | -21.9% |
| YTD | -8.8% | -3.5% | -5.3% | -9.0% |
| 1Y | -24.7% | +20.0% | -44.7% | -26.4% |
| 3Y | -35.6% | +2.3% | -37.9% | -36.1% |
| 5Y | -37.6% | +31.5% | -69.2% | -39.8% |
| All | -37.6% | +29.9% | -67.5% | -39.8% |
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