+6,168.3%
DLTR vs SCCO
+33,197.0%
-27,028.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.2% | +7.5% | +1.4% |
| 7D | -9.4% | -2.7% | -6.7% | -9.2% |
| 30D | -7.3% | -0.2% | -7.2% | -7.6% |
| 3M | +7.6% | +17.8% | -10.2% | +3.9% |
| 6M | +1.6% | +2.3% | -0.7% | 0.0% |
| YTD | -3.5% | +41.6% | -45.1% | -10.7% |
| 1Y | +20.0% | +101.9% | -81.8% | +4.5% |
| 3Y | +2.3% | +186.2% | -183.9% | -17.7% |
| 5Y | +31.5% | +309.7% | -278.1% | -2.2% |
| 10Y | +45.4% | +1,094.2% | -1,048.9% | -12.2% |
| All | +6,168.3% | +33,197.0% | -27,028.7% | +1,468.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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