-50.1%
CCI vs DLTR
+29.9%
-80.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -2.0% | -1.8% |
| 7D | -4.4% | -9.4% | +5.1% | -3.3% |
| 30D | +0.3% | -7.3% | +7.7% | +1.1% |
| 3M | -20.0% | +7.6% | -27.5% | -20.7% |
| 6M | -14.5% | +1.6% | -16.1% | -15.0% |
| YTD | -14.9% | -3.5% | -11.3% | -14.9% |
| 1Y | -17.7% | +20.0% | -37.7% | -19.7% |
| 3Y | -12.4% | +2.3% | -14.6% | -13.2% |
| 5Y | -50.1% | +31.5% | -81.7% | -50.7% |
| All | -50.1% | +29.9% | -80.0% | -50.7% |
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