+1,547.7%
OXY vs DLTR
+10,500.9%
-8,953.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +1.4% | -9.4% | +10.8% | +2.5% |
| 30D | +4.0% | -7.3% | +11.4% | +4.8% |
| 3M | +7.6% | +7.6% | 0.0% | +6.4% |
| 6M | +16.2% | +1.6% | +14.6% | +15.0% |
| YTD | +50.8% | -3.5% | +54.4% | +50.0% |
| 1Y | +34.7% | +20.0% | +14.7% | +30.2% |
| 3Y | -1.0% | +2.3% | -3.3% | -4.2% |
| 5Y | +163.2% | +31.5% | +131.6% | +145.3% |
| 10Y | +5.5% | +45.4% | -39.8% | -4.8% |
| All | +1,547.7% | +10,500.9% | -8,953.2% | +1,077.1% |
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