-15.9%
ROP vs DLTR
+27.2%
-43.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.6% | +3.2% | -0.8% |
| 7D | -6.1% | -10.2% | +4.1% | -5.0% |
| 30D | -3.4% | -8.5% | +5.1% | -2.5% |
| 3M | +16.7% | +5.6% | +11.1% | +15.9% |
| 6M | +8.1% | +2.2% | +5.9% | +7.3% |
| YTD | -11.7% | -3.8% | -7.9% | -11.8% |
| 1Y | -24.2% | +22.9% | -47.2% | -26.6% |
| 3Y | -19.0% | +2.0% | -21.0% | -20.5% |
| 5Y | -15.9% | +29.8% | -45.7% | -16.8% |
| All | -15.9% | +27.2% | -43.0% | -16.8% |
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