+44.0%
DLTR vs COO
-7.7%
+51.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +5.9% | +3.7% | +6.9% |
| 7D | +15.6% | +8.4% | +7.2% | +11.6% |
| 30D | +29.9% | +13.5% | +16.4% | +23.0% |
| 3M | +12.5% | -13.8% | +26.2% | +21.2% |
| 6M | +56.3% | +4.7% | +51.6% | +50.3% |
| YTD | +19.5% | -21.4% | +40.9% | +36.1% |
| 1Y | +44.0% | -6.7% | +50.8% | +44.6% |
| All | +44.0% | -7.7% | +51.7% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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