+6,553.1%
DLTR vs RY
+11,573.6%
-5,020.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.6% |
| 7D | +2.5% | +3.1% | -0.7% | +1.2% |
| 30D | +2.1% | -0.3% | +2.4% | +2.1% |
| 3M | +20.3% | +8.7% | +11.6% | +16.2% |
| 6M | +11.5% | +28.5% | -17.0% | +1.0% |
| YTD | +6.8% | +25.1% | -18.3% | -2.4% |
| 1Y | +31.1% | +46.3% | -15.2% | +12.8% |
| 3Y | +10.7% | +154.9% | -144.3% | -23.9% |
| 5Y | +41.6% | +140.3% | -98.7% | -1.2% |
| 10Y | +58.1% | +377.0% | -318.9% | -15.8% |
| All | +6,553.1% | +11,573.6% | -5,020.5% | +807.2% |
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