+3,162.1%
RCL vs DLTR
+11,640.8%
-8,478.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -5.1% | +2.5% | -7.6% | -5.8% |
| 30D | -19.0% | +2.1% | -21.1% | -19.5% |
| 3M | -9.6% | +20.3% | -29.8% | -14.2% |
| 6M | -6.7% | +11.5% | -18.2% | -10.1% |
| YTD | -3.9% | +6.8% | -10.8% | -6.6% |
| 1Y | -25.1% | +31.1% | -56.2% | -31.5% |
| 3Y | +179.1% | +10.7% | +168.4% | +156.6% |
| 5Y | +243.3% | +41.6% | +201.7% | +186.8% |
| 10Y | +325.8% | +58.1% | +267.6% | +234.8% |
| All | +3,162.1% | +11,640.8% | -8,478.7% | +1,047.7% |
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