+70.3%
SLB vs DLTR
+26.4%
+43.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.6% | -3.6% | -1.3% |
| 7D | -4.3% | +5.0% | -9.3% | -5.0% |
| 30D | +1.9% | +18.7% | -16.8% | -0.6% |
| 3M | -5.7% | +8.9% | -14.6% | -7.1% |
| 6M | -5.3% | +49.4% | -54.8% | -11.7% |
| YTD | +32.2% | +14.5% | +17.7% | +28.5% |
| 1Y | +38.5% | +32.5% | +6.0% | +31.3% |
| 3Y | +1.1% | +23.4% | -22.3% | -4.9% |
| 5Y | +70.3% | +26.2% | +44.1% | +57.5% |
| All | +70.3% | +26.4% | +43.9% | +57.5% |
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