+1,533.3%
LITE vs DLTR
+88.8%
+1,444.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.6% | +6.0% | +10.0% |
| 7D | -12.9% | -1.0% | -11.9% | -12.7% |
| 30D | -46.0% | +15.7% | -61.6% | -47.3% |
| 3M | -33.0% | +4.8% | -37.9% | -34.0% |
| 6M | -34.0% | +45.6% | -79.7% | -39.9% |
| YTD | +61.7% | +11.6% | +50.2% | +54.8% |
| 1Y | +148.3% | +29.8% | +118.5% | +129.0% |
| 3Y | +1,408.5% | +20.8% | +1,387.7% | +1,272.6% |
| 5Y | +546.2% | +23.5% | +522.7% | +461.4% |
| 10Y | +1,533.3% | +80.5% | +1,452.8% | +1,061.9% |
| All | +1,533.3% | +88.8% | +1,444.5% | +1,061.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling