+4,520.6%
CI vs DLTR
+11,640.8%
-7,120.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.1% |
| 3M | +0.7% | +20.3% | -19.6% | -2.0% |
| 6M | +0.3% | +11.5% | -11.2% | -1.8% |
| YTD | +3.8% | +6.8% | -3.0% | +2.0% |
| 1Y | -5.5% | +31.1% | -36.6% | -9.9% |
| 3Y | +8.1% | +10.7% | -2.6% | +3.0% |
| 5Y | +42.8% | +41.6% | +1.2% | +28.6% |
| 10Y | +143.9% | +58.1% | +85.8% | +111.3% |
| All | +4,520.6% | +11,640.8% | -7,120.2% | +2,397.4% |
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 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