+520.6%
CIEN vs DLTR
+29.9%
+490.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | +5.4% | -9.4% | +14.8% | +6.5% |
| 30D | -13.7% | -7.3% | -6.3% | -13.1% |
| 3M | -23.0% | +7.6% | -30.6% | -24.3% |
| 6M | -0.8% | +1.6% | -2.4% | -1.9% |
| YTD | +43.1% | -3.5% | +46.6% | +42.3% |
| 1Y | +157.6% | +20.0% | +137.6% | +147.9% |
| 3Y | +593.8% | +2.3% | +591.5% | +575.3% |
| 5Y | +520.6% | +31.5% | +489.1% | +510.9% |
| All | +520.6% | +29.9% | +490.7% | +510.9% |
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