+134.0%
CNC vs DLTR
+29.2%
+104.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.4% |
| 7D | +3.5% | +2.5% | +1.1% | +3.5% |
| 30D | +0.1% | +2.1% | -2.0% | +0.1% |
| 3M | +6.9% | +20.3% | -13.3% | +6.8% |
| 6M | +49.0% | +11.5% | +37.5% | +51.0% |
| YTD | +62.9% | +6.8% | +56.1% | +66.4% |
| 1Y | +134.0% | +31.1% | +102.9% | +136.4% |
| All | +134.0% | +29.2% | +104.7% | +136.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling