+35.1%
XLB vs DLTR
+29.6%
+5.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.6% | +3.5% | -0.4% |
| 7D | -2.9% | -10.2% | +7.3% | -1.4% |
| 30D | -3.4% | -8.5% | +5.1% | -2.2% |
| 3M | +1.6% | +5.6% | -4.0% | +0.6% |
| 6M | +3.6% | +2.2% | +1.5% | +2.7% |
| YTD | +14.2% | -3.8% | +18.0% | +14.1% |
| 1Y | +15.6% | +22.9% | -7.4% | +11.0% |
| 3Y | +33.1% | +2.0% | +31.1% | +28.7% |
| All | +35.1% | +29.6% | +5.5% | +31.6% |
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