+7,029.5%
DLTR vs RY
+11,191.3%
-4,161.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.6% | +6.8% | +7.1% |
| 7D | +5.0% | -0.6% | +5.6% | +5.5% |
| 30D | +18.7% | +6.1% | +12.6% | +16.2% |
| 3M | +8.9% | -3.4% | +12.2% | +10.4% |
| 6M | +49.4% | +12.8% | +36.6% | +42.5% |
| YTD | +14.5% | +21.0% | -6.5% | +6.1% |
| 1Y | +32.5% | +40.5% | -8.0% | +16.0% |
| 3Y | +23.4% | +159.9% | -136.4% | -15.6% |
| 5Y | +26.2% | +125.0% | -98.8% | -9.5% |
| 10Y | +82.4% | +350.6% | -268.1% | -0.6% |
| All | +7,029.5% | +11,191.3% | -4,161.8% | +886.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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