+19.1%
CNH vs DLTR
+34.7%
-15.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | 0.0% |
| 7D | +3.0% | +5.3% | -2.3% | +1.9% |
| 30D | -0.6% | +13.4% | -14.0% | -3.3% |
| 3M | +14.6% | +6.6% | +8.0% | +13.1% |
| 6M | +11.8% | +59.1% | -47.3% | -0.9% |
| YTD | +30.4% | +12.3% | +18.2% | +29.1% |
| 1Y | +19.1% | +33.9% | -14.8% | +9.2% |
| All | +19.1% | +34.7% | -15.7% | +9.2% |
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