+25.8%
DLTR vs CP
+25.9%
-0.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -2.8% | -0.7% | -2.1% | -2.5% |
| 30D | +21.5% | +9.6% | +11.9% | +17.5% |
| 3M | +11.6% | +2.2% | +9.4% | +10.6% |
| 6M | +58.7% | +11.1% | +47.6% | +51.8% |
| YTD | +16.2% | +28.2% | -12.0% | +4.7% |
| 1Y | +34.8% | +32.2% | +2.7% | +20.2% |
| 3Y | +25.3% | +35.5% | -10.3% | +8.7% |
| 5Y | +25.8% | +26.8% | -1.0% | +11.5% |
| All | +25.8% | +25.9% | -0.1% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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