+3,061.7%
DLTR vs CNI
+6,457.9%
-3,396.2%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -9.4% | -1.1% | -8.3% | -9.1% |
| 30D | -7.3% | -3.5% | -3.8% | -6.2% |
| 3M | +7.6% | +2.2% | +5.3% | +6.3% |
| 6M | +1.6% | +15.1% | -13.5% | -4.2% |
| YTD | -3.5% | +24.7% | -28.2% | -12.0% |
| 1Y | +20.0% | +33.4% | -13.3% | +6.6% |
| 3Y | +2.3% | +19.5% | -17.2% | -6.0% |
| 5Y | +31.5% | +12.6% | +19.0% | +22.2% |
| 10Y | +45.4% | +134.7% | -89.3% | -1.1% |
| All | +3,061.7% | +6,457.9% | -3,396.2% | +341.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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