+28.6%
XLB vs DLTR
+12.1%
+16.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.0% | +0.1% |
| 7D | +0.5% | +5.3% | -4.8% | -0.3% |
| 30D | +5.2% | +13.4% | -8.2% | +3.0% |
| 3M | +0.3% | +6.6% | -6.3% | -0.9% |
| 6M | +1.2% | +59.1% | -57.9% | -6.6% |
| YTD | +16.6% | +12.3% | +4.4% | +13.5% |
| 1Y | +21.4% | +33.9% | -12.4% | +14.7% |
| 3Y | +43.2% | +23.0% | +20.2% | +34.1% |
| All | +28.6% | +12.1% | +16.5% | +21.5% |
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 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