+3,616.8%
CLS vs DLTR
+29.9%
+3,586.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.5% |
| 7D | +5.0% | -9.4% | +14.4% | +6.3% |
| 30D | +4.8% | -7.3% | +12.1% | +5.6% |
| 3M | -10.4% | +7.6% | -17.9% | -11.9% |
| 6M | +20.8% | +1.6% | +19.2% | +19.3% |
| YTD | +10.0% | -3.5% | +13.6% | +9.5% |
| 1Y | +28.5% | +20.0% | +8.5% | +23.0% |
| 3Y | +1,292.2% | +2.3% | +1,289.9% | +1,234.5% |
| 5Y | +3,616.8% | +31.5% | +3,585.3% | +3,615.5% |
| All | +3,616.8% | +29.9% | +3,586.9% | +3,615.5% |
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 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