+10,513.3%
DLTR vs MKC
+1,737.8%
+8,775.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.3% | -5.5% |
| 7D | -5.8% | -4.3% | -1.5% | -4.4% |
| 30D | -5.2% | -2.0% | -3.2% | -4.6% |
| 3M | +15.2% | +10.0% | +5.2% | +11.3% |
| 6M | +7.1% | -18.5% | +25.6% | +14.4% |
| YTD | +0.8% | -22.4% | +23.3% | +9.2% |
| 1Y | +24.8% | -23.6% | +48.4% | +35.6% |
| 3Y | +6.9% | -30.4% | +37.4% | +18.0% |
| 5Y | +33.2% | -34.2% | +67.4% | +48.7% |
| 10Y | +51.6% | +26.8% | +24.7% | +30.6% |
| All | +10,513.3% | +1,737.8% | +8,775.5% | +3,817.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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