+174.5%
CIEN vs DLTR
+29.2%
+145.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.1% |
| 7D | -15.2% | +2.5% | -17.6% | -15.2% |
| 30D | -21.5% | +2.1% | -23.5% | -21.6% |
| 3M | -40.1% | +20.3% | -60.3% | -41.4% |
| 6M | -6.6% | +11.5% | -18.1% | -6.1% |
| YTD | +37.3% | +6.8% | +30.4% | +38.4% |
| 1Y | +174.5% | +31.1% | +143.5% | +152.5% |
| All | +174.5% | +29.2% | +145.3% | +152.5% |
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