+232.7%
LITE vs DLTR
+45.2%
+187.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +9.6% | -17.5% | -3.3% |
| 7D | -31.4% | +15.6% | -47.0% | -26.1% |
| 30D | -42.6% | +29.9% | -72.5% | -34.8% |
| 3M | -26.2% | +12.5% | -38.7% | -19.8% |
| 6M | -35.8% | +56.3% | -92.1% | -24.5% |
| YTD | +70.0% | +19.5% | +50.5% | +100.1% |
| 1Y | +232.7% | +44.0% | +188.7% | +242.3% |
| All | +232.7% | +45.2% | +187.5% | +242.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 1y: compounded portfolio wealth divided by compounded DLTR 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…
1y analysis · Full analysis span regression · 6 months rolling