-17.1%
CCI vs DLTR
+19.1%
-36.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.4% |
| 7D | -0.3% | -10.1% | +9.8% | +1.2% |
| 30D | +2.2% | -8.1% | +10.3% | +3.4% |
| 3M | -16.9% | +2.9% | -19.7% | -17.0% |
| 6M | -11.5% | +4.3% | -15.9% | -11.7% |
| YTD | -12.8% | -3.9% | -8.9% | -11.4% |
| 1Y | -17.1% | +18.9% | -36.0% | -16.6% |
| All | -17.1% | +19.1% | -36.2% | -16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling