+11,144.7%
DLTR vs COO
+7,911.5%
+3,233.3%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.5% |
| 7D | +2.5% | -2.2% | +4.7% | +2.8% |
| 30D | +2.1% | -7.0% | +9.1% | +3.3% |
| 3M | +20.3% | +12.2% | +8.1% | +17.9% |
| 6M | +11.5% | -15.1% | +26.6% | +14.5% |
| YTD | +6.8% | -15.1% | +21.9% | +9.7% |
| 1Y | +31.1% | +2.3% | +28.8% | +30.5% |
| 3Y | +10.7% | -23.7% | +34.4% | +14.2% |
| 5Y | +41.6% | -38.9% | +80.5% | +50.1% |
| 10Y | +58.1% | +49.9% | +8.2% | +45.6% |
| All | +11,144.7% | +7,911.5% | +3,233.3% | +7,108.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling