+1,591.5%
DLTR vs WCC
+1,758.7%
-167.2%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.5% | -8.1% | -6.1% |
| 7D | -5.8% | +8.5% | -14.3% | -7.2% |
| 30D | -5.2% | -1.0% | -4.3% | -5.3% |
| 3M | +15.2% | +2.1% | +13.1% | +13.9% |
| 6M | +7.1% | +36.8% | -29.7% | 0.0% |
| YTD | +0.8% | +47.7% | -46.9% | -7.4% |
| 1Y | +24.8% | +66.5% | -41.7% | +11.7% |
| 3Y | +6.9% | +134.2% | -127.2% | -12.7% |
| 5Y | +33.2% | +231.6% | -198.4% | -0.8% |
| 10Y | +51.6% | +508.1% | -456.5% | -6.0% |
| All | +1,591.5% | +1,758.7% | -167.2% | +588.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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