+10,797.1%
OKE vs DLTR
+10,457.1%
+340.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.4% | +1.0% |
| 7D | +1.2% | -10.1% | +11.3% | +2.7% |
| 30D | +4.5% | -8.1% | +12.6% | +5.6% |
| 3M | +9.6% | +2.9% | +6.8% | +8.9% |
| 6M | +15.4% | +4.3% | +11.0% | +13.5% |
| YTD | +36.5% | -3.9% | +40.4% | +35.6% |
| 1Y | +39.0% | +18.9% | +20.1% | +33.5% |
| 3Y | +74.3% | +1.9% | +72.4% | +67.2% |
| 5Y | +141.2% | +31.0% | +110.2% | +119.4% |
| 10Y | +262.1% | +44.8% | +217.3% | +220.6% |
| All | +10,797.1% | +10,457.1% | +340.0% | +6,096.2% |
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