+10,011.0%
DLTR vs AZO
+11,071.8%
-1,060.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -10.1% | -3.6% | -6.5% | -8.8% |
| 30D | -8.1% | -5.6% | -2.6% | -6.0% |
| 3M | +2.9% | -6.6% | +9.5% | +5.5% |
| 6M | +4.3% | -22.5% | +26.9% | +14.7% |
| YTD | -3.9% | -15.2% | +11.2% | +1.3% |
| 1Y | +18.9% | -33.9% | +52.8% | +37.9% |
| 3Y | +1.9% | +11.8% | -9.9% | -6.2% |
| 5Y | +31.0% | +85.5% | -54.5% | -2.5% |
| 10Y | +44.8% | +298.2% | -253.4% | -23.3% |
| All | +10,011.0% | +11,071.8% | -1,060.8% | +1,523.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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