+11,144.7%
DLTR vs LSCC
+1,700.4%
+9,444.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.5% |
| 3M | +20.3% | -23.7% | +44.0% | +23.9% |
| 6M | +11.5% | +26.5% | -15.0% | +5.5% |
| YTD | +6.8% | +57.5% | -50.7% | -2.8% |
| 1Y | +31.1% | +75.7% | -44.6% | +16.8% |
| 3Y | +10.7% | +19.5% | -8.8% | +0.2% |
| 5Y | +41.6% | +83.8% | -42.2% | +15.8% |
| 10Y | +58.1% | +1,772.4% | -1,714.2% | -16.1% |
| All | +11,144.7% | +1,700.4% | +9,444.4% | +4,564.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling