-46.7%
CMCSA vs DLTR
+29.9%
-76.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.1% | +2.3% |
| 7D | -5.6% | -9.4% | +3.9% | -4.3% |
| 30D | -1.9% | -7.3% | +5.5% | -0.8% |
| 3M | +6.4% | +7.6% | -1.1% | +5.5% |
| 6M | -16.9% | +1.6% | -18.5% | -17.4% |
| YTD | -6.8% | -3.5% | -3.2% | -6.8% |
| 1Y | -15.9% | +20.0% | -35.9% | -18.7% |
| 3Y | -33.4% | +2.3% | -35.7% | -35.4% |
| 5Y | -46.7% | +31.5% | -78.2% | -50.8% |
| All | -46.7% | +29.9% | -76.6% | -50.8% |
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