+41.9%
CI vs DLTR
+34.4%
+7.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.6% | +3.8% | -1.4% |
| 7D | -2.0% | -5.8% | +3.8% | -1.5% |
| 30D | -1.8% | -5.2% | +3.4% | -1.4% |
| 3M | -4.2% | +15.2% | -19.4% | -5.3% |
| 6M | +2.7% | +7.1% | -4.4% | +1.9% |
| YTD | +1.9% | +0.8% | +1.1% | +1.6% |
| 1Y | -6.3% | +24.8% | -31.0% | -8.4% |
| 3Y | +3.9% | +6.9% | -3.1% | +2.3% |
| 5Y | +41.9% | +33.2% | +8.6% | +37.2% |
| All | +41.9% | +34.4% | +7.5% | +37.2% |
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