+10,053.0%
DLTR vs RRX
+1,688.4%
+8,364.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.2% | +0.7% |
| 7D | -9.4% | -3.7% | -5.7% | -8.5% |
| 30D | -7.3% | -9.3% | +1.9% | -5.1% |
| 3M | +7.6% | -21.8% | +29.4% | +13.1% |
| 6M | +1.6% | -22.0% | +23.6% | +5.6% |
| YTD | -3.5% | +11.9% | -15.5% | -9.9% |
| 1Y | +20.0% | +11.6% | +8.4% | +11.7% |
| 3Y | +2.3% | +2.2% | +0.1% | -6.3% |
| 5Y | +31.5% | +14.9% | +16.7% | +14.0% |
| 10Y | +45.4% | +214.2% | -168.9% | -7.5% |
| All | +10,053.0% | +1,688.4% | +8,364.5% | +3,450.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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