+37,904.4%
ORLY vs DLTR
+10,500.9%
+27,403.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -2.1% | -9.4% | +7.3% | +0.1% |
| 30D | -7.6% | -7.3% | -0.3% | -6.1% |
| 3M | -5.5% | +7.6% | -13.0% | -7.3% |
| 6M | -9.7% | +1.6% | -11.3% | -11.1% |
| YTD | -6.2% | -3.5% | -2.7% | -6.8% |
| 1Y | -18.6% | +20.0% | -38.7% | -23.6% |
| 3Y | +33.8% | +2.3% | +31.6% | +24.6% |
| 5Y | +116.5% | +31.5% | +85.0% | +83.2% |
| 10Y | +361.0% | +45.4% | +315.7% | +265.8% |
| All | +37,904.4% | +10,500.9% | +27,403.6% | +13,669.7% |
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 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