+31.5%
DLTR vs CLBK
+41.8%
-10.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -9.4% | -1.4% | -8.1% | -9.2% |
| 30D | -7.3% | +4.5% | -11.9% | -8.2% |
| 3M | +7.6% | +22.8% | -15.2% | +3.1% |
| 6M | +1.6% | +43.4% | -41.9% | -5.7% |
| YTD | -3.5% | +64.1% | -67.6% | -13.0% |
| 1Y | +20.0% | +67.6% | -47.5% | +7.6% |
| 3Y | +2.3% | +53.3% | -51.0% | -8.2% |
| 5Y | +31.5% | +44.8% | -13.3% | +11.6% |
| All | +31.5% | +41.8% | -10.3% | +11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling