-37.8%
RIG vs DLTR
+10,476.7%
-10,514.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.6% | +3.7% | -0.1% |
| 7D | -8.2% | -10.2% | +2.1% | -6.6% |
| 30D | -0.2% | -8.5% | +8.3% | +1.1% |
| 3M | -2.7% | +5.6% | -8.3% | -4.0% |
| 6M | -7.5% | +2.2% | -9.6% | -9.0% |
| YTD | +38.3% | -3.8% | +42.0% | +37.4% |
| 1Y | +81.8% | +22.9% | +58.9% | +73.0% |
| 3Y | -30.2% | +2.0% | -32.2% | -32.8% |
| 5Y | +59.9% | +29.8% | +30.1% | +46.4% |
| 10Y | -41.9% | +45.0% | -86.9% | -48.6% |
| All | -37.8% | +10,476.7% | -10,514.5% | -68.6% |
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