+31.5%
DLTR vs CHD
+19.7%
+11.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.6% |
| 7D | -9.4% | -4.7% | -4.7% | -8.1% |
| 30D | -7.3% | -8.3% | +1.0% | -4.9% |
| 3M | +7.6% | -4.0% | +11.6% | +8.9% |
| 6M | +1.6% | -6.5% | +8.1% | +3.5% |
| YTD | -3.5% | +13.1% | -16.6% | -6.9% |
| 1Y | +20.0% | +2.3% | +17.7% | +19.0% |
| 3Y | +2.3% | +1.8% | +0.5% | -0.7% |
| 5Y | +31.5% | +20.6% | +11.0% | +3.8% |
| All | +31.5% | +19.7% | +11.9% | +3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling