+12,127.0%
DLTR vs CPB
+150.7%
+11,976.3%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.8% |
| 7D | -2.8% | -4.1% | +1.3% | -1.8% |
| 30D | +21.5% | +16.9% | +4.6% | +16.9% |
| 3M | +11.6% | -0.6% | +12.1% | +11.5% |
| 6M | +58.7% | +11.4% | +47.4% | +54.0% |
| YTD | +16.2% | -14.8% | +31.0% | +19.9% |
| 1Y | +34.8% | -24.8% | +59.6% | +43.5% |
| 3Y | +25.3% | -36.6% | +61.9% | +36.8% |
| 5Y | +25.8% | -33.3% | +59.2% | +34.7% |
| 10Y | +83.7% | -40.4% | +124.0% | +95.5% |
| All | +12,127.0% | +150.7% | +11,976.3% | +9,655.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling