+277.8%
ORCL vs DLTR
+85.5%
+192.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.5% | +7.3% | +8.6% |
| 7D | +3.8% | -2.8% | +6.5% | +4.2% |
| 30D | -6.6% | +21.5% | -28.1% | -9.7% |
| 3M | -11.4% | +11.6% | -23.0% | -13.5% |
| 6M | -33.3% | +58.7% | -92.0% | -39.1% |
| YTD | -33.3% | +16.2% | -49.4% | -35.9% |
| 1Y | -44.9% | +34.8% | -79.7% | -48.6% |
| 3Y | +17.6% | +25.3% | -7.6% | +8.6% |
| 5Y | +46.1% | +25.8% | +20.3% | +30.1% |
| 10Y | +277.8% | +83.7% | +194.1% | +195.2% |
| All | +277.8% | +85.5% | +192.3% | +195.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling