+3,068.2%
LITE vs DLTR
+65.7%
+3,002.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -4.9% | +10.6% | +6.4% |
| 7D | -35.9% | -2.0% | -33.9% | -35.8% |
| 30D | -51.5% | +12.8% | -64.3% | -52.6% |
| 3M | -35.7% | +1.1% | -36.9% | -36.4% |
| 6M | -43.0% | +35.9% | -78.8% | -47.4% |
| YTD | +46.1% | +6.6% | +39.5% | +40.8% |
| 1Y | +124.7% | +28.6% | +96.1% | +107.1% |
| 3Y | +1,172.1% | +14.0% | +1,158.0% | +1,069.8% |
| 5Y | +477.0% | +19.2% | +457.8% | +406.5% |
| 10Y | +1,465.7% | +78.1% | +1,387.5% | +1,064.3% |
| All | +3,068.2% | +65.7% | +3,002.5% | +2,342.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling