+7.6%
CNH vs DLTR
+6.4%
+1.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.6% | +0.1% | -4.3% |
| 7D | +8.8% | -5.8% | +14.6% | +10.2% |
| 30D | +24.7% | -5.2% | +29.9% | +26.1% |
| 3M | +27.3% | +15.2% | +12.2% | +23.5% |
| 6M | +23.2% | +7.1% | +16.0% | +20.7% |
| YTD | +48.9% | +0.8% | +48.1% | +47.8% |
| 1Y | +19.4% | +24.8% | -5.4% | +13.1% |
| All | +7.6% | +6.4% | +1.1% | -7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling