+8,687.9%
ROP vs DLTR
+11,640.8%
-2,952.9%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.3% | -3.9% | -3.6% |
| 7D | -4.4% | +2.5% | -6.9% | -4.8% |
| 30D | +3.2% | +2.1% | +1.2% | +2.8% |
| 3M | +23.1% | +20.3% | +2.8% | +19.2% |
| 6M | +13.3% | +11.5% | +1.8% | +10.5% |
| YTD | -7.9% | +6.8% | -14.7% | -9.7% |
| 1Y | -22.1% | +31.1% | -53.1% | -26.4% |
| 3Y | -16.8% | +10.7% | -27.5% | -21.4% |
| 5Y | -13.5% | +41.6% | -55.1% | -23.4% |
| 10Y | +137.7% | +58.1% | +79.6% | +100.1% |
| All | +8,687.9% | +11,640.8% | -2,952.9% | +4,982.8% |
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 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