+1,404.2%
DLTR vs WCN
+6,686.9%
-5,282.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.4% | -4.3% |
| 7D | -10.2% | -1.7% | -8.5% | -9.9% |
| 30D | -8.5% | -3.0% | -5.5% | -7.8% |
| 3M | +5.6% | +2.5% | +3.0% | +4.9% |
| 6M | +2.2% | -5.7% | +7.9% | +3.4% |
| YTD | -3.8% | -7.4% | +3.7% | -2.4% |
| 1Y | +22.9% | -8.6% | +31.6% | +24.9% |
| 3Y | +2.0% | +19.4% | -17.3% | -3.3% |
| 5Y | +29.8% | +27.2% | +2.6% | +20.8% |
| 10Y | +45.0% | +238.5% | -193.5% | +9.3% |
| All | +1,404.2% | +6,686.9% | -5,282.7% | +536.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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