+2,609.7%
CLS vs DLTR
+1,441.1%
+1,168.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.1% | +5.7% | +4.9% |
| 7D | +23.5% | +2.4% | +21.1% | +22.7% |
| 30D | -28.9% | +21.5% | -50.4% | -33.2% |
| 3M | -25.2% | +9.8% | -35.0% | -28.2% |
| 6M | -32.1% | +58.6% | -90.7% | -42.2% |
| YTD | -14.1% | +14.8% | -28.9% | -20.2% |
| 1Y | -24.1% | +33.0% | -57.1% | -32.5% |
| 3Y | +897.0% | +23.8% | +873.1% | +757.6% |
| 5Y | +2,089.9% | +24.9% | +2,065.0% | +1,709.7% |
| 10Y | +2,022.2% | +81.6% | +1,940.7% | +1,364.2% |
| All | +2,609.7% | +1,441.1% | +1,168.5% | +653.9% |
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 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