+18.5%
DLTR vs PCOR
-19.6%
+38.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.6% | -4.9% |
| 7D | -2.0% | +22.7% | -24.8% | -5.3% |
| 30D | +12.8% | +37.5% | -24.7% | +7.0% |
| 3M | +1.1% | +35.2% | -34.1% | -4.1% |
| 6M | +35.9% | +42.2% | -6.4% | +27.1% |
| YTD | +6.6% | +3.6% | +3.0% | +4.0% |
| 1Y | +28.6% | -4.8% | +33.4% | +27.2% |
| 3Y | +14.0% | +48.3% | -34.3% | +3.1% |
| All | +18.5% | -19.6% | +38.2% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 5y: compounded portfolio wealth divided by compounded PCOR 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…
5y analysis · Full analysis span regression · 6 months rolling