+626.9%
CEG vs DLTR
-8.6%
+635.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.6% | +2.8% | -1.1% |
| 7D | +1.3% | -10.2% | +11.6% | +2.8% |
| 30D | +8.8% | -8.5% | +17.3% | +10.1% |
| 3M | +17.0% | +5.6% | +11.4% | +15.7% |
| 6M | -8.7% | +2.2% | -10.9% | -9.7% |
| YTD | -16.4% | -3.8% | -12.7% | -16.6% |
| 1Y | -1.8% | +22.9% | -24.7% | -5.7% |
| 3Y | +175.8% | +2.0% | +173.7% | +168.7% |
| All | +626.9% | -8.6% | +635.6% | +697.1% |
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