+1,024.7%
XLE vs DLTR
+1,320.8%
-296.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | +2.2% | +2.5% | -0.3% | +1.9% |
| 30D | +11.8% | +2.1% | +9.7% | +11.4% |
| 3M | +9.8% | +20.3% | -10.4% | +6.8% |
| 6M | +15.6% | +11.5% | +4.1% | +12.9% |
| YTD | +45.3% | +6.8% | +38.4% | +42.5% |
| 1Y | +48.3% | +31.1% | +17.2% | +40.8% |
| 3Y | +55.4% | +10.7% | +44.8% | +47.8% |
| 5Y | +216.1% | +41.6% | +174.5% | +185.0% |
| 10Y | +178.4% | +58.1% | +120.3% | +142.3% |
| All | +1,024.7% | +1,320.8% | -296.0% | +619.0% |
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