+41.2%
DLTR vs LSCC
+83.1%
-42.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | 0.0% |
| 7D | +2.5% | +1.3% | +1.2% | +2.2% |
| 30D | +2.1% | -9.7% | +11.7% | +3.3% |
| 3M | +20.3% | -23.7% | +44.0% | +23.7% |
| 6M | +11.5% | +26.5% | -15.0% | +5.4% |
| YTD | +6.8% | +57.5% | -50.7% | -3.0% |
| 1Y | +31.1% | +75.7% | -44.6% | +16.4% |
| 3Y | +10.7% | +19.5% | -8.8% | +0.8% |
| All | +41.2% | +83.1% | -42.0% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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