+9,929.9%
STX vs DLTR
+1,406.3%
+8,523.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.6% |
| 7D | +14.6% | +5.3% | +9.3% | +13.4% |
| 30D | -26.0% | +13.4% | -39.4% | -28.3% |
| 3M | -42.6% | +6.6% | -49.2% | -43.9% |
| 6M | -35.3% | +59.1% | -94.3% | -43.5% |
| YTD | +92.5% | +12.3% | +80.2% | +82.2% |
| 1Y | +102.4% | +33.9% | +68.5% | +83.3% |
| 3Y | +673.8% | +23.0% | +650.8% | +587.3% |
| 5Y | +463.1% | +22.1% | +440.9% | +385.6% |
| 10Y | +2,014.6% | +77.5% | +1,937.1% | +1,441.7% |
| All | +9,929.9% | +1,406.3% | +8,523.5% | +3,342.1% |
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