+8,271.1%
ORCL vs DLTR
+11,640.8%
-3,369.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +3.0% |
| 7D | +5.3% | +2.5% | +2.8% | +4.6% |
| 30D | +10.0% | +2.1% | +7.9% | +9.2% |
| 3M | -32.6% | +20.3% | -52.9% | -35.9% |
| 6M | +4.9% | +11.5% | -6.6% | +0.9% |
| YTD | -17.8% | +6.8% | -24.6% | -20.4% |
| 1Y | -28.0% | +31.1% | -59.1% | -34.0% |
| 3Y | +36.0% | +10.7% | +25.3% | +24.5% |
| 5Y | +88.7% | +41.6% | +47.1% | +56.1% |
| 10Y | +346.9% | +58.1% | +288.8% | +240.0% |
| All | +8,271.1% | +11,640.8% | -3,369.7% | +2,443.3% |
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