+11,714.6%
DLTR vs RRC
+1,267.7%
+10,446.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.3% |
| 7D | +5.3% | +6.4% | -1.1% | +4.8% |
| 30D | +13.4% | +23.9% | -10.5% | +11.4% |
| 3M | +6.6% | +30.2% | -23.6% | +4.3% |
| 6M | +59.1% | +26.3% | +32.8% | +55.8% |
| YTD | +12.3% | +48.1% | -35.8% | +8.4% |
| 1Y | +33.9% | +37.7% | -3.8% | +30.0% |
| 3Y | +23.0% | +60.3% | -37.3% | +17.1% |
| 5Y | +22.1% | +135.3% | -113.2% | +11.1% |
| 10Y | +77.5% | +73.3% | +4.1% | +51.9% |
| All | +11,714.6% | +1,267.7% | +10,446.9% | +10,158.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling