+322.9%
DLTR vs CPAY
+1,532.9%
-1,210.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.4% | -0.4% |
| 7D | -10.1% | -2.0% | -8.1% | -9.6% |
| 30D | -8.1% | -0.4% | -7.8% | -8.0% |
| 3M | +2.9% | +16.4% | -13.5% | -1.1% |
| 6M | +4.3% | +23.5% | -19.2% | -1.7% |
| YTD | -3.9% | +35.7% | -39.6% | -12.3% |
| 1Y | +18.9% | +30.2% | -11.3% | +9.6% |
| 3Y | +1.9% | +49.7% | -47.8% | -11.2% |
| 5Y | +31.0% | +56.6% | -25.6% | +10.7% |
| 10Y | +44.8% | +153.8% | -109.0% | +5.8% |
| All | +322.9% | +1,532.9% | -1,210.0% | +124.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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