+3,344.5%
LITE vs DLTR
+77.9%
+3,266.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.4% | -2.2% |
| 7D | -13.9% | +5.0% | -18.9% | -14.5% |
| 30D | -46.9% | +18.7% | -65.6% | -48.5% |
| 3M | -28.0% | +8.9% | -36.9% | -29.5% |
| 6M | -35.2% | +49.4% | -84.6% | -41.1% |
| YTD | +58.9% | +14.5% | +44.4% | +51.5% |
| 1Y | +125.3% | +32.5% | +92.8% | +107.5% |
| 3Y | +1,344.4% | +23.4% | +1,321.0% | +1,212.2% |
| 5Y | +541.2% | +26.2% | +515.0% | +459.2% |
| 10Y | +1,587.5% | +82.4% | +1,505.1% | +1,150.8% |
| All | +3,344.5% | +77.9% | +3,266.6% | +2,528.4% |
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