+10.2%
CNH vs DLTR
+29.9%
-19.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.9% |
| 7D | -2.5% | -9.4% | +7.0% | -0.4% |
| 30D | +27.0% | -7.3% | +34.3% | +29.0% |
| 3M | +32.6% | +7.6% | +25.1% | +30.4% |
| 6M | +23.6% | +1.6% | +22.0% | +22.3% |
| YTD | +47.8% | -3.5% | +51.4% | +47.8% |
| 1Y | +21.3% | +20.0% | +1.2% | +15.5% |
| 3Y | +7.0% | +2.3% | +4.7% | +1.7% |
| 5Y | +10.2% | +31.5% | -21.4% | +6.2% |
| All | +10.2% | +29.9% | -19.7% | +6.2% |
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 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