+94.3%
ORCL vs DLTR
+34.4%
+59.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.6% | +8.0% | +2.9% |
| 7D | +15.0% | -5.8% | +20.8% | +15.7% |
| 30D | +10.5% | -5.2% | +15.8% | +11.0% |
| 3M | -23.0% | +15.2% | -38.2% | -24.5% |
| 6M | +7.0% | +7.1% | -0.1% | +5.3% |
| YTD | -15.8% | +0.8% | -16.7% | -16.7% |
| 1Y | -31.1% | +24.8% | -55.9% | -33.6% |
| 3Y | +33.3% | +6.9% | +26.4% | +30.2% |
| 5Y | +94.3% | +33.2% | +61.1% | +84.7% |
| All | +94.3% | +34.4% | +59.9% | +84.7% |
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