-50.5%
CPNG vs DLTR
+30.4%
-80.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.2% |
| 7D | -1.1% | -10.1% | +9.0% | +1.0% |
| 30D | -7.4% | -8.1% | +0.8% | -5.8% |
| 3M | -12.3% | +2.9% | -15.2% | -13.1% |
| 6M | -19.4% | +4.3% | -23.8% | -20.7% |
| YTD | -35.9% | -3.9% | -32.0% | -36.0% |
| 1Y | -53.4% | +18.9% | -72.3% | -55.5% |
| 3Y | -20.0% | +1.9% | -21.9% | -23.3% |
| All | -50.5% | +30.4% | -80.8% | -53.7% |
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