+18.9%
DLTR vs RRC
+20.5%
-1.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.6% |
| 7D | -10.1% | -2.0% | -8.1% | -10.2% |
| 30D | -8.1% | +2.4% | -10.5% | -7.9% |
| 3M | +2.9% | +8.6% | -5.7% | +3.7% |
| 6M | +4.3% | -1.4% | +5.8% | +4.3% |
| YTD | -3.9% | +17.3% | -21.2% | -4.2% |
| 1Y | +18.9% | +18.1% | +0.7% | +22.0% |
| All | +18.9% | +20.5% | -1.6% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 1y: compounded portfolio wealth divided by compounded RRC 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…
1y analysis · Full analysis span regression · 6 months rolling