+10,011.0%
DLTR vs CPB
+133.0%
+9,878.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -10.1% | -1.8% | -8.3% | -9.7% |
| 30D | -8.1% | -7.1% | -1.0% | -6.6% |
| 3M | +2.9% | -6.0% | +8.9% | +4.2% |
| 6M | +4.3% | -5.3% | +9.6% | +5.4% |
| YTD | -3.9% | -20.8% | +16.9% | +1.1% |
| 1Y | +18.9% | -33.8% | +52.7% | +30.6% |
| 3Y | +1.9% | -43.7% | +45.6% | +14.7% |
| 5Y | +31.0% | -40.7% | +71.7% | +44.6% |
| 10Y | +44.8% | -45.7% | +90.5% | +57.9% |
| All | +10,011.0% | +133.0% | +9,878.0% | +8,122.7% |
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