+4,462.8%
CNC vs DLTR
+1,254.1%
+3,208.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.0% |
| 7D | -3.9% | -9.4% | +5.6% | -1.9% |
| 30D | +0.8% | -7.3% | +8.1% | +2.3% |
| 3M | +0.1% | +7.6% | -7.5% | -1.7% |
| 6M | +79.7% | +1.6% | +78.1% | +76.8% |
| YTD | +58.9% | -3.5% | +62.5% | +57.7% |
| 1Y | +109.1% | +20.0% | +89.1% | +97.2% |
| 3Y | 0.0% | +2.3% | -2.3% | -6.1% |
| 5Y | +9.5% | +31.5% | -22.0% | -7.7% |
| 10Y | +95.7% | +45.4% | +50.3% | +51.2% |
| All | +4,462.8% | +1,254.1% | +3,208.7% | +1,591.4% |
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 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