+6,238.9%
ORCL vs DLTR
+12,159.9%
-5,921.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.6% | -1.5% | +2.1% |
| 7D | +0.5% | -1.0% | +1.5% | +0.5% |
| 30D | -15.3% | +15.7% | -31.0% | -18.6% |
| 3M | -18.2% | +4.8% | -23.1% | -19.9% |
| 6M | -38.4% | +45.6% | -84.0% | -44.7% |
| YTD | -37.7% | +11.6% | -49.3% | -40.7% |
| 1Y | -49.3% | +29.8% | -79.0% | -53.6% |
| 3Y | +10.6% | +20.8% | -10.2% | -1.5% |
| 5Y | +35.5% | +23.5% | +12.0% | +15.9% |
| 10Y | +251.6% | +80.5% | +171.1% | +157.1% |
| All | +6,238.9% | +12,159.9% | -5,921.0% | +1,792.2% |
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