+18.9%
DLTR vs CLBK
+68.0%
-49.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -10.1% | -1.5% | -8.6% | -9.8% |
| 30D | -8.1% | -1.0% | -7.1% | -7.9% |
| 3M | +2.9% | +22.9% | -20.1% | -2.3% |
| 6M | +4.3% | +44.2% | -39.9% | -4.6% |
| YTD | -3.9% | +64.0% | -67.9% | -15.4% |
| 1Y | +18.9% | +65.7% | -46.8% | +2.8% |
| All | +18.9% | +68.0% | -49.1% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 1y: compounded portfolio wealth divided by compounded CLBK 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…
1y analysis · Full analysis span regression · 6 months rolling