+4,177.7%
DELL vs CAPR
-77.3%
+4,255.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.6% | +4.9% | +0.3% |
| 7D | +8.7% | -12.6% | +21.4% | +9.0% |
| 30D | +16.9% | +124.4% | -107.5% | +14.8% |
| 3M | +40.4% | -66.8% | +107.2% | +41.5% |
| 6M | +267.1% | -71.8% | +338.9% | +270.8% |
| YTD | +329.1% | -70.1% | +399.2% | +332.6% |
| 1Y | +346.9% | +33.3% | +313.6% | +317.8% |
| 3Y | +696.6% | +36.7% | +659.9% | +614.0% |
| 5Y | +1,106.2% | +72.5% | +1,033.7% | +955.3% |
| 10Y | +4,177.7% | -77.3% | +4,255.0% | +3,388.8% |
| All | +4,177.7% | -77.3% | +4,255.0% | +3,388.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 10y: compounded portfolio wealth divided by compounded CAPR 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…
10y analysis · Full analysis span regression · 6 months rolling