+1,327.4%
DLTR vs XME
+246.2%
+1,081.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.1% | -6.7% | -5.8% |
| 7D | -5.8% | +3.6% | -9.4% | -6.5% |
| 30D | -5.2% | +3.6% | -8.9% | -6.0% |
| 3M | +15.2% | +1.2% | +14.0% | +14.4% |
| 6M | +7.1% | +9.0% | -1.9% | +4.5% |
| YTD | +0.8% | +15.9% | -15.1% | -3.1% |
| 1Y | +24.8% | +43.2% | -18.4% | +14.6% |
| 3Y | +6.9% | +137.4% | -130.5% | -11.7% |
| 5Y | +33.2% | +185.0% | -151.8% | +5.1% |
| 10Y | +51.6% | +409.5% | -357.9% | +4.1% |
| All | +1,327.4% | +246.2% | +1,081.2% | +786.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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