-32.3%
ORCL vs DLTR
+19.6%
-51.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.6% | +4.0% | -0.2% |
| 7D | +10.9% | -10.2% | +21.1% | +11.7% |
| 30D | +7.0% | -8.5% | +15.5% | +7.5% |
| 3M | -21.2% | +5.6% | -26.8% | -22.2% |
| 6M | +7.4% | +2.2% | +5.2% | +4.5% |
| YTD | -16.3% | -3.8% | -12.5% | -17.8% |
| 1Y | -32.3% | +22.9% | -55.3% | -36.2% |
| All | -32.3% | +19.6% | -51.9% | -36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling