-5.5%
CI vs DLTR
+29.2%
-34.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.3% |
| 7D | +1.3% | +2.5% | -1.2% | +1.0% |
| 30D | +4.4% | +2.1% | +2.4% | +4.2% |
| 3M | +0.7% | +20.3% | -19.6% | -1.0% |
| 6M | +0.3% | +11.5% | -11.2% | +0.9% |
| YTD | +3.8% | +6.8% | -3.0% | +4.0% |
| 1Y | -5.5% | +31.1% | -36.6% | -12.4% |
| All | -5.5% | +29.2% | -34.7% | -12.4% |
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