+139.2%
SLB vs DLTR
+34.4%
+104.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.6% | +4.9% | 0.0% |
| 7D | +0.4% | -5.8% | +6.3% | +1.2% |
| 30D | +13.6% | -5.2% | +18.8% | +14.3% |
| 3M | +1.5% | +15.2% | -13.7% | -0.9% |
| 6M | +23.0% | +7.1% | +15.9% | +21.0% |
| YTD | +51.2% | +0.8% | +50.4% | +50.0% |
| 1Y | +63.5% | +24.8% | +38.7% | +56.4% |
| 3Y | +2.5% | +6.9% | -4.4% | -1.4% |
| 5Y | +139.2% | +33.2% | +105.9% | +136.0% |
| All | +139.2% | +34.4% | +104.8% | +136.0% |
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