+147.9%
OXY vs DLTR
+30.4%
+117.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | +2.8% | -10.1% | +12.9% | +4.2% |
| 30D | +5.5% | -8.1% | +13.6% | +6.5% |
| 3M | +11.3% | +2.9% | +8.5% | +10.5% |
| 6M | +11.6% | +4.3% | +7.3% | +10.0% |
| YTD | +51.6% | -3.9% | +55.5% | +51.3% |
| 1Y | +36.2% | +18.9% | +17.3% | +30.3% |
| 3Y | +1.7% | +1.9% | -0.2% | -2.5% |
| All | +147.9% | +30.4% | +117.5% | +131.9% |
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