+18,521.8%
LLY vs DLTR
+12,481.5%
+6,040.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | +1.1% |
| 7D | +1.6% | +5.0% | -3.4% | +1.0% |
| 30D | +21.5% | +18.7% | +2.8% | +18.9% |
| 3M | +16.4% | +8.9% | +7.6% | +15.1% |
| 6M | +51.5% | +49.4% | +2.1% | +43.7% |
| YTD | +33.9% | +14.5% | +19.4% | +30.9% |
| 1Y | +49.1% | +32.5% | +16.6% | +43.0% |
| 3Y | +144.6% | +23.4% | +121.2% | +131.5% |
| 5Y | +466.3% | +26.2% | +440.2% | +425.2% |
| 10Y | +2,024.1% | +82.4% | +1,941.7% | +1,723.8% |
| All | +18,521.8% | +12,481.5% | +6,040.3% | +9,457.7% |
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