+6.9%
DLTR vs COO
-23.3%
+30.2%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.7% | -2.9% | -4.8% |
| 7D | -5.8% | -2.3% | -3.5% | -5.2% |
| 30D | -5.2% | -8.8% | +3.6% | -2.7% |
| 3M | +15.2% | +1.3% | +13.8% | +14.7% |
| 6M | +7.1% | -11.6% | +18.7% | +10.3% |
| YTD | +0.8% | -17.4% | +18.2% | +5.6% |
| 1Y | +24.8% | -1.6% | +26.4% | +25.5% |
| 3Y | +6.9% | -22.6% | +29.6% | +8.7% |
| All | +6.9% | -23.3% | +30.2% | +8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling