+724.3%
SLB vs DLTR
+11,640.8%
-10,916.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | +0.8% | +2.5% | -1.6% | +0.4% |
| 30D | +15.8% | +2.1% | +13.8% | +15.3% |
| 3M | -0.3% | +20.3% | -20.6% | -3.5% |
| 6M | +21.3% | +11.5% | +9.8% | +18.1% |
| YTD | +52.3% | +6.8% | +45.5% | +49.1% |
| 1Y | +63.6% | +31.1% | +32.5% | +54.6% |
| 3Y | +3.8% | +10.7% | -6.9% | -1.7% |
| 5Y | +128.6% | +41.6% | +87.0% | +104.3% |
| 10Y | -3.1% | +58.1% | -61.2% | -16.6% |
| All | +724.3% | +11,640.8% | -10,916.5% | +310.8% |
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