+29.8%
DLTR vs RRC
+154.4%
-124.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -4.5% |
| 7D | -10.2% | -1.7% | -8.5% | -10.1% |
| 30D | -8.5% | +3.6% | -12.1% | -8.8% |
| 3M | +5.6% | +8.8% | -3.3% | +4.6% |
| 6M | +2.2% | +0.8% | +1.4% | +1.8% |
| YTD | -3.8% | +19.0% | -22.7% | -6.0% |
| 1Y | +22.9% | +22.9% | 0.0% | +19.4% |
| 3Y | +2.0% | +32.3% | -30.3% | -3.2% |
| 5Y | +29.8% | +151.6% | -121.8% | +14.0% |
| All | +29.8% | +154.4% | -124.5% | +14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling