+33.2%
DLTR vs CASY
+274.3%
-241.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.0% | -2.6% | -5.0% |
| 7D | -5.8% | -4.4% | -1.5% | -5.0% |
| 30D | -5.2% | -12.0% | +6.8% | -2.9% |
| 3M | +15.2% | -2.3% | +17.5% | +14.7% |
| 6M | +7.1% | +10.5% | -3.4% | +3.0% |
| YTD | +0.8% | +33.0% | -32.2% | -7.2% |
| 1Y | +24.8% | +41.1% | -16.4% | +13.1% |
| 3Y | +6.9% | +207.5% | -200.6% | -26.0% |
| 5Y | +33.2% | +290.7% | -257.5% | -17.7% |
| All | +33.2% | +274.3% | -241.1% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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