+24.0%
EIX vs DLTR
+27.2%
-3.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.6% | +1.4% | -2.7% |
| 7D | +4.1% | -10.2% | +14.3% | +5.3% |
| 30D | -15.3% | -8.5% | -6.8% | -14.5% |
| 3M | -18.4% | +5.6% | -24.0% | -19.0% |
| 6M | -16.8% | +2.2% | -19.0% | -17.2% |
| YTD | -0.6% | -3.8% | +3.2% | -0.4% |
| 1Y | +10.7% | +22.9% | -12.3% | +7.3% |
| 3Y | -4.5% | +2.0% | -6.5% | -6.7% |
| 5Y | +24.0% | +29.8% | -5.8% | +22.3% |
| All | +24.0% | +27.2% | -3.1% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 5y: compounded portfolio wealth divided by compounded DLTR 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…
5y analysis · Full analysis span regression · 6 months rolling