+44.0%
DLTR vs CAI
+12.6%
+31.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.1% | +8.5% | +9.5% |
| 7D | +15.6% | -6.3% | +21.9% | +16.3% |
| 30D | +29.9% | +9.3% | +20.6% | +28.3% |
| 3M | +12.5% | +106.3% | -93.9% | +0.7% |
| 6M | +56.3% | +77.7% | -21.4% | +41.1% |
| YTD | +19.5% | +23.1% | -3.6% | +10.1% |
| 1Y | +44.0% | +6.5% | +37.5% | +35.6% |
| All | +44.0% | +12.6% | +31.4% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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