+521.0%
LITE vs DLTR
+29.2%
+491.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +4.1% |
| 7D | -1.5% | +2.5% | -4.0% | -0.8% |
| 30D | +6.7% | +2.1% | +4.6% | +7.5% |
| 3M | -6.8% | +20.3% | -27.0% | -2.6% |
| 6M | +29.4% | +11.5% | +17.9% | +41.8% |
| YTD | +139.1% | +6.8% | +132.3% | +158.1% |
| 1Y | +521.0% | +31.1% | +489.9% | +472.5% |
| All | +521.0% | +29.2% | +491.7% | +472.5% |
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