+1,093.3%
XLI vs DLTR
+1,179.9%
-86.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.6% | +3.0% | -0.7% |
| 7D | -0.6% | -10.2% | +9.7% | +1.4% |
| 30D | -6.9% | -8.5% | +1.5% | -5.5% |
| 3M | -1.9% | +5.6% | -7.5% | -3.3% |
| 6M | +1.0% | +2.2% | -1.2% | -0.4% |
| YTD | +11.3% | -3.8% | +15.1% | +10.8% |
| 1Y | +15.8% | +22.9% | -7.1% | +9.7% |
| 3Y | +69.8% | +2.0% | +67.8% | +61.5% |
| 5Y | +80.9% | +29.8% | +51.1% | +60.0% |
| 10Y | +257.2% | +45.0% | +212.2% | +198.0% |
| All | +1,093.3% | +1,179.9% | -86.6% | +480.8% |
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