+2,710.2%
CVX vs DLTR
+10,981.5%
-8,271.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.6% | +6.2% | +1.3% |
| 7D | -0.6% | -5.8% | +5.2% | +0.1% |
| 30D | +13.4% | -5.2% | +18.7% | +14.1% |
| 3M | +11.8% | +15.2% | -3.4% | +9.6% |
| 6M | +12.4% | +7.1% | +5.3% | +10.6% |
| YTD | +41.5% | +0.8% | +40.7% | +40.0% |
| 1Y | +41.6% | +24.8% | +16.8% | +35.9% |
| 3Y | +42.2% | +6.9% | +35.3% | +36.6% |
| 5Y | +166.0% | +33.2% | +132.7% | +144.4% |
| 10Y | +207.2% | +51.6% | +155.7% | +173.6% |
| All | +2,710.2% | +10,981.5% | -8,271.3% | +1,728.9% |
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