+1,077.4%
STX vs DLTR
+27.2%
+1,050.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.6% | +2.5% | -1.5% |
| 7D | +9.6% | -10.2% | +19.8% | +10.9% |
| 30D | +10.6% | -8.5% | +19.1% | +11.5% |
| 3M | +4.8% | +5.6% | -0.8% | +2.9% |
| 6M | +137.3% | +2.2% | +135.1% | +133.1% |
| YTD | +222.5% | -3.8% | +226.2% | +220.5% |
| 1Y | +366.2% | +22.9% | +343.3% | +343.4% |
| 3Y | +1,352.9% | +2.0% | +1,350.9% | +1,296.7% |
| 5Y | +1,077.4% | +29.8% | +1,047.6% | +1,079.6% |
| All | +1,077.4% | +27.2% | +1,050.3% | +1,079.6% |
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