+4,885.2%
CI vs DLTR
+12,481.5%
-7,596.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +2.2% |
| 7D | +2.6% | +5.0% | -2.4% | +1.8% |
| 30D | +7.3% | +18.7% | -11.4% | +4.7% |
| 3M | +9.5% | +8.9% | +0.6% | +8.0% |
| 6M | +6.4% | +49.4% | -43.0% | 0.0% |
| YTD | +12.0% | +14.5% | -2.5% | +8.8% |
| 1Y | +20.1% | +32.5% | -12.4% | +14.1% |
| 3Y | +9.6% | +23.4% | -13.9% | +2.7% |
| 5Y | +52.7% | +26.2% | +26.5% | +40.0% |
| 10Y | +150.3% | +82.4% | +67.8% | +112.5% |
| All | +4,885.2% | +12,481.5% | -7,596.3% | +2,564.4% |
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