+2.3%
DLTR vs CHD
+0.5%
+1.9%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.5% |
| 7D | -9.4% | -4.7% | -4.7% | -8.5% |
| 30D | -7.3% | -8.3% | +1.0% | -5.6% |
| 3M | +7.6% | -4.0% | +11.6% | +8.5% |
| 6M | +1.6% | -6.5% | +8.1% | +2.8% |
| YTD | -3.5% | +13.1% | -16.6% | -4.9% |
| 1Y | +20.0% | +2.3% | +17.7% | +19.6% |
| All | +2.3% | +0.5% | +1.9% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 3y: compounded portfolio wealth divided by compounded CHD 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…
3y analysis · Full analysis span regression · 6 months rolling