+897.6%
CCI vs DLTR
+1,113.4%
-215.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.6% | +5.8% | +1.3% |
| 7D | +0.2% | -5.8% | +6.0% | +1.4% |
| 30D | +0.5% | -5.2% | +5.7% | +1.5% |
| 3M | -16.3% | +15.2% | -31.5% | -18.9% |
| 6M | -13.9% | +7.1% | -21.1% | -16.0% |
| YTD | -12.4% | +0.8% | -13.3% | -13.6% |
| 1Y | -15.2% | +24.8% | -40.0% | -20.2% |
| 3Y | -9.9% | +6.9% | -16.8% | -15.4% |
| 5Y | -50.8% | +33.2% | -84.1% | -57.5% |
| 10Y | +18.3% | +51.6% | -33.3% | -6.6% |
| All | +897.6% | +1,113.4% | -215.8% | +347.7% |
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 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