+163.0%
LITE vs DLTR
+34.7%
+128.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.3% | -2.2% | -5.4% |
| 7D | +10.8% | +5.3% | +5.5% | +13.1% |
| 30D | -33.4% | +13.4% | -46.8% | -28.4% |
| 3M | -32.2% | +6.6% | -38.8% | -28.0% |
| 6M | -42.1% | +59.1% | -101.2% | -30.6% |
| YTD | +61.9% | +12.3% | +49.6% | +85.7% |
| 1Y | +163.0% | +33.9% | +129.1% | +197.9% |
| All | +163.0% | +34.7% | +128.3% | +197.9% |
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 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