+3,122.5%
LNG vs DLTR
+10,476.7%
-7,354.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.6% | +4.5% | +0.6% |
| 7D | -6.7% | -10.2% | +3.5% | -5.2% |
| 30D | +3.9% | -8.5% | +12.3% | +5.2% |
| 3M | +15.5% | +5.6% | +9.9% | +14.2% |
| 6M | +10.5% | +2.2% | +8.3% | +9.0% |
| YTD | +43.0% | -3.8% | +46.7% | +42.0% |
| 1Y | +18.9% | +22.9% | -4.1% | +13.2% |
| 3Y | +74.7% | +2.0% | +72.6% | +66.7% |
| 5Y | +231.2% | +29.8% | +201.4% | +196.4% |
| 10Y | +544.5% | +45.0% | +499.5% | +448.2% |
| All | +3,122.5% | +10,476.7% | -7,354.2% | +1,311.9% |
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 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