+18.9%
DLTR vs CAI
-26.7%
+45.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.7% | -0.6% |
| 7D | -10.1% | -2.9% | -7.2% | -9.8% |
| 30D | -8.1% | +9.3% | -17.5% | -9.3% |
| 3M | +2.9% | +35.2% | -32.4% | -1.7% |
| 6M | +4.3% | +30.7% | -26.4% | -1.1% |
| YTD | -3.9% | -9.8% | +5.9% | -8.1% |
| 1Y | +18.9% | -28.9% | +47.7% | +13.2% |
| All | +18.9% | -26.7% | +45.6% | +13.2% |
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