+18,690.3%
LLY vs DLTR
+12,235.8%
+6,454.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.5% | +1.5% |
| 7D | +6.7% | +5.3% | +1.4% | +6.1% |
| 30D | +19.6% | +13.4% | +6.2% | +17.7% |
| 3M | +19.7% | +6.6% | +13.1% | +18.6% |
| 6M | +42.7% | +59.1% | -16.3% | +34.4% |
| YTD | +35.1% | +12.3% | +22.9% | +32.4% |
| 1Y | +42.2% | +33.9% | +8.3% | +36.2% |
| 3Y | +140.8% | +23.0% | +117.8% | +127.9% |
| 5Y | +480.6% | +22.1% | +458.5% | +440.6% |
| 10Y | +2,061.9% | +77.5% | +1,984.4% | +1,762.4% |
| All | +18,690.3% | +12,235.8% | +6,454.5% | +9,566.8% |
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