+3,137.2%
FDX vs DLTR
+11,640.8%
-8,503.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.8% | -0.6% |
| 7D | -2.5% | +2.5% | -5.0% | -3.0% |
| 30D | +3.8% | +2.1% | +1.7% | +3.3% |
| 3M | -1.3% | +20.3% | -21.6% | -4.9% |
| 6M | +5.0% | +11.5% | -6.5% | +2.0% |
| YTD | +39.6% | +6.8% | +32.8% | +36.5% |
| 1Y | +81.1% | +31.1% | +50.0% | +69.8% |
| 3Y | +63.0% | +10.7% | +52.4% | +53.3% |
| 5Y | +65.6% | +41.6% | +24.0% | +45.1% |
| 10Y | +183.4% | +58.1% | +125.2% | +136.3% |
| All | +3,137.2% | +11,640.8% | -8,503.6% | +1,258.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling