+2.1%
DLTR vs CPB
-40.6%
+42.7%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.6% | -5.1% | -4.6% |
| 7D | -10.2% | -8.0% | -2.3% | -9.0% |
| 30D | -8.5% | -2.4% | -6.1% | -8.2% |
| 3M | +5.6% | +0.5% | +5.0% | +5.3% |
| 6M | +2.2% | -10.5% | +12.7% | +2.9% |
| YTD | -3.8% | -17.5% | +13.8% | -2.6% |
| 1Y | +22.9% | -31.0% | +54.0% | +26.3% |
| All | +2.1% | -40.6% | +42.7% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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