+3,900.2%
RCL vs DLTR
+12,235.8%
-8,335.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +1.0% |
| 7D | -1.2% | +5.3% | -6.5% | -2.6% |
| 30D | +17.8% | +13.4% | +4.4% | +13.7% |
| 3M | +4.9% | +6.6% | -1.7% | +2.6% |
| 6M | +23.7% | +59.1% | -35.4% | +7.6% |
| YTD | +17.8% | +12.3% | +5.6% | +12.5% |
| 1Y | +28.9% | +33.9% | -4.9% | +17.1% |
| 3Y | +241.9% | +23.0% | +218.9% | +204.1% |
| 5Y | +295.4% | +22.1% | +273.3% | +245.0% |
| 10Y | +344.1% | +77.5% | +266.7% | +237.4% |
| All | +3,900.2% | +12,235.8% | -8,335.6% | +1,282.7% |
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