+1,291.5%
DLTR vs LII
+3,124.4%
-1,832.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | 0.0% |
| 7D | +2.5% | -0.7% | +3.2% | +2.6% |
| 30D | +2.1% | -12.6% | +14.7% | +5.5% |
| 3M | +20.3% | -24.4% | +44.7% | +27.6% |
| 6M | +11.5% | -28.7% | +40.2% | +19.3% |
| YTD | +6.8% | -19.1% | +26.0% | +10.6% |
| 1Y | +31.1% | -29.7% | +60.8% | +40.3% |
| 3Y | +10.7% | +4.8% | +5.9% | +5.1% |
| 5Y | +41.6% | +24.6% | +17.0% | +26.6% |
| 10Y | +58.1% | +169.2% | -111.1% | +14.4% |
| All | +1,291.5% | +3,124.4% | -1,832.9% | +310.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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