+1,275.7%
XEL vs DLTR
+10,476.7%
-9,201.1%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.6% | +3.7% | -0.6% |
| 7D | +0.9% | -10.2% | +11.1% | +1.7% |
| 30D | -0.9% | -8.5% | +7.6% | -0.3% |
| 3M | -1.4% | +5.6% | -7.0% | -1.9% |
| 6M | -5.8% | +2.2% | -8.0% | -6.3% |
| YTD | +4.7% | -3.8% | +8.5% | +4.5% |
| 1Y | +9.1% | +22.9% | -13.9% | +6.6% |
| 3Y | +47.8% | +2.0% | +45.8% | +44.8% |
| 5Y | +29.0% | +29.8% | -0.8% | +22.7% |
| 10Y | +154.0% | +45.0% | +109.0% | +135.8% |
| All | +1,275.7% | +10,476.7% | -9,201.1% | +962.5% |
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 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