+18.6%
LNG vs DLTR
+19.1%
-0.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.1% |
| 7D | -4.7% | -10.1% | +5.4% | -5.5% |
| 30D | +3.8% | -8.1% | +11.9% | +3.2% |
| 3M | +16.2% | +2.9% | +13.3% | +16.9% |
| 6M | +11.7% | +4.3% | +7.3% | +13.0% |
| YTD | +44.2% | -3.9% | +48.1% | +45.5% |
| 1Y | +18.6% | +18.9% | -0.3% | +17.9% |
| All | +18.6% | +19.1% | -0.5% | +17.9% |
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