+123.8%
STX vs DLTR
+45.2%
+78.6%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +9.6% | -17.8% | -6.7% |
| 7D | -20.2% | +15.6% | -35.8% | -18.6% |
| 30D | -37.2% | +29.9% | -67.1% | -35.4% |
| 3M | -34.1% | +12.5% | -46.5% | -32.8% |
| 6M | -24.5% | +56.3% | -80.8% | -26.9% |
| YTD | +102.9% | +19.5% | +83.4% | +117.1% |
| 1Y | +123.8% | +44.0% | +79.8% | +113.5% |
| All | +123.8% | +45.2% | +78.6% | +113.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling